Cognia Erisa 403(B) Plan — Form 5500 plan (Cognia, 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, Cognia Erisa 403(B) Plan is a benefit plan reported by Cognia, Inc. under EIN 20-8613765 and plan number 001. The latest loaded filing year is 2023. The filing reports 716 participants and $84,926,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cognia, Inc.
EIN
20-8613765
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
716
End-of-year plan assets
$84,926,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023716H, C20250205130728NAL0017707312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,926,628
Total liabilities (EOY)
$0
Net assets (EOY)
$84,926,628
Net assets (BOY)
$79,930,845

Income & contributions

Employer contributions
$4,736,673
Participant contributions
$2,859,512
Total contributions
$8,037,705
Total income / additions
$19,385,218

Expenses & distributions

Benefits paid
$13,814,150
Administrative expenses
$575,285
Total expenses
$14,389,435
Net increase / (decrease)
$4,995,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Security Financial ResourcesNONE$575,285$02023

Related Form 5500 pages