Cogency Global, Inc. 401(K) Plan — Form 5500 plan (Cogency Global, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cogency Global, Inc. 401(K) Plan is a benefit plan reported by Cogency Global, Inc. under EIN 13-3246732 and plan number 003. The latest loaded filing year is 2023. The filing reports 340 participants and $34,574,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cogency Global, Inc.
EIN
13-3246732
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
340
End-of-year plan assets
$34,574,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20240724160240NAL0013348721004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,574,469
Net assets (EOY)
$34,574,469
Net assets (BOY)
$26,706,055

Income & contributions

Employer contributions
$1,270,417
Participant contributions
$2,148,158
Total contributions
$5,743,813
Total income / additions
$10,334,030

Expenses & distributions

Benefits paid
$2,326,589
Administrative expenses
$115,700
Total expenses
$2,465,616
Net increase / (decrease)
$7,868,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkREG INV ADVISOR$87,961$02023
Empower Life & Annuity InsuranceRECORDKEEPER$20,978$02023
Empower Advisory Group, LLCINVESTMENT MGMT$6,761$02023

Related Form 5500 pages