Cobalt Enterprises 401(K) Plan — Form 5500 plan (Cobalt Enterprises, LLC)

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, Cobalt Enterprises 401(K) Plan is a benefit plan reported by Cobalt Enterprises, LLC under EIN 20-1376830 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $3,674,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cobalt Enterprises, LLC
EIN
20-1376830
Plan number
001
Plan type
2
Location
Arlington, WA
Latest filing year
2023
Participants
177
End-of-year plan assets
$3,674,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240912163350NAL0004567811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,674,670
Total liabilities (EOY)
$0
Net assets (EOY)
$3,674,670
Net assets (BOY)
$2,822,070

Income & contributions

Employer contributions
$182,667
Participant contributions
$373,608
Total contributions
$560,570
Total income / additions
$1,004,912

Expenses & distributions

Benefits paid
$148,237
Administrative expenses
$4,075
Total expenses
$152,312
Net increase / (decrease)
$852,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023
Morningstar Investment ManagementINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages