The Cottage Gardens, Inc. 401(K) Plan — Form 5500 plan (The Cottage Gardens, 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, The Cottage Gardens, Inc. 401(K) Plan is a benefit plan reported by The Cottage Gardens, Inc. under EIN 38-1618393 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $3,101,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cottage Gardens, Inc.
- EIN
- 38-1618393
- Plan number
- 001
- Plan type
- 2
- Location
- Perry, OH
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $3,101,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241014081732NAL0014637491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,101,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,101,387
- Net assets (BOY)
- $3,218,983
Income & contributions
- Employer contributions
- $135,807
- Participant contributions
- $219,567
- Total contributions
- $355,374
- Total income / additions
- $907,570
Expenses & distributions
- Benefits paid
- $973,172
- Administrative expenses
- $51,994
- Total expenses
- $1,025,166
- Net increase / (decrease)
- -$117,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services | CONTRACT ADMIN | $10,351 | $2,865 | 2023 |
| Empower | RECORDKEEPER | $12,446 | $0 | 2023 |
| Vantage Financial Group, Inc. | INVESTMENT ADVISOR | $11,460 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $356 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cottage Gardens, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Perry, OH
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Empower — Schedule C compensation
- Vantage Financial Group, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation