The Cook & Boardman Group, LLC 401(K) Plan — Form 5500 plan (Cook & Boardman Group, 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, The Cook & Boardman Group, LLC 401(K) Plan is a benefit plan reported by Cook & Boardman Group, LLC under EIN 27-2424824 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,162 participants and $90,938,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cook & Boardman Group, LLC
- EIN
- 27-2424824
- Plan number
- 003
- Plan type
- 2
- Location
- Winston Salem, NC
- Latest filing year
- 2023
- Participants
- 2,162
- End-of-year plan assets
- $90,938,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,162 | H, C | 20241003111614NAL0004823619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,938,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,938,585
- Net assets (BOY)
- $71,931,603
Income & contributions
- Employer contributions
- $3,995,863
- Participant contributions
- $9,575,421
- Total contributions
- $14,647,479
- Total income / additions
- $27,478,426
Expenses & distributions
- Benefits paid
- $8,183,588
- Administrative expenses
- $216,546
- Total expenses
- $8,471,444
- Net increase / (decrease)
- $19,006,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $124,285 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $58,352 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $33,908 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cook & Boardman Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston Salem, NC
- Fidelity Workplace Services, LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation