Plan5500

Cobec Consulting, Inc. Employee Stock Ownership Plan — Form 5500 plan (Cobec Consulting, 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, Cobec Consulting, Inc. Employee Stock Ownership Plan is a benefit plan reported by Cobec Consulting, Inc. under EIN 26-0319209 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $1,338,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cobec Consulting, Inc.
EIN
26-0319209
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
123
End-of-year plan assets
$1,338,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20240710093550NAL0016585217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,338,766
Total liabilities (EOY)
$14,094
Net assets (EOY)
$1,324,672
Net assets (BOY)
$1,114,143

Income & contributions

Employer contributions
$232,000
Total contributions
$232,000
Total income / additions
$258,070

Expenses & distributions

Benefits paid
$13,709
Administrative expenses
$33,832
Total expenses
$47,541
Net increase / (decrease)
$210,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Mclean Valuation Services GroupNONE$14,000not reported in the loaded dataset2023
Menke & AssociatesNONE$12,927not reported in the loaded dataset2023
Ecp Accounting, Inc.NONE$6,250not reported in the loaded dataset2023

Related Form 5500 pages