The Retirement Plan For The Team Members Of Cosi — Form 5500 plan (Franklin County Historical Society Dba Cosi)
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 Retirement Plan For The Team Members Of Cosi is a benefit plan reported by Franklin County Historical Society Dba Cosi under EIN 31-4383802 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $9,663,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin County Historical Society Dba Cosi
- EIN
- 31-4383802
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $9,663,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241003113134NAL0005678963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,663,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,663,041
- Net assets (BOY)
- $7,733,615
Income & contributions
- Employer contributions
- $384,440
- Participant contributions
- $383,964
- Total contributions
- $771,138
- Total income / additions
- $2,287,851
Expenses & distributions
- Benefits paid
- $334,686
- Administrative expenses
- $23,739
- Total expenses
- $358,425
- Net increase / (decrease)
- $1,929,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $23,739 | $0 | 2023 |