Cogir Management Usa, Inc. 401(K) Plan — Form 5500 plan (Cogir Management Usa, 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, Cogir Management Usa, Inc. 401(K) Plan is a benefit plan reported by Cogir Management Usa, Inc. under EIN 35-2639482 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,526 participants and $5,451,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cogir Management Usa, Inc.
EIN
35-2639482
Plan number
001
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
1,526
End-of-year plan assets
$5,451,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,526H, C20241015205047NAL0017208883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,451,766
Total liabilities (EOY)
$70,525
Net assets (EOY)
$5,381,241
Net assets (BOY)
$2,070,287

Income & contributions

Employer contributions
$232,632
Participant contributions
$1,761,461
Total contributions
$2,635,950
Total income / additions
$3,247,036

Expenses & distributions

Benefits paid
$595,637
Administrative expenses
$21,962
Total expenses
$617,689
Net increase / (decrease)
$2,629,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$13,806$02023
Mma Securities, LLCINVESTMENT/FINANCIAL ADVI$7,428$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages