Plan5500

The Cogar Group Ltd. Retirement Plan — Form 5500 plan (The Cogar Group, Ltd.)

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, The Cogar Group Ltd. Retirement Plan is a benefit plan reported by The Cogar Group, Ltd. under EIN 20-2563646 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cogar Group, Ltd.
EIN
20-2563646
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
244
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20240930140422NAL0011313186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$690,934

Income & contributions

Employer contributions
$70,695
Participant contributions
$1,200
Total contributions
$71,895
Total income / additions
$121,450

Expenses & distributions

Benefits paid
$52,047
Administrative expenses
$5,830
Total expenses
$57,877
Net increase / (decrease)
$63,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$4,412$02023
Boon Administrative Services IncOTHER$1,150not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$160not reported in the loaded dataset2023
Morningstar Inc Dba Morningstar AssOTHER$108not reported in the loaded dataset2023

Related Form 5500 pages