Coje, LLC 401(K) Plan — Form 5500 plan (Coje, LLC D/B/A Coje Management Group)

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, Coje, LLC 401(K) Plan is a benefit plan reported by Coje, LLC D/B/A Coje Management Group under EIN 45-3526597 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $2,294,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coje, LLC D/B/A Coje Management Group
EIN
45-3526597
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
614
End-of-year plan assets
$2,294,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023614H, C20241015151251NAL0056882658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,294,021
Total liabilities (EOY)
$0
Net assets (EOY)
$2,294,021
Net assets (BOY)
$772,761

Income & contributions

Employer contributions
$357,871
Participant contributions
$1,086,675
Total contributions
$1,475,629
Total income / additions
$1,758,967

Expenses & distributions

Benefits paid
$176,792
Administrative expenses
$60,915
Total expenses
$237,707
Net increase / (decrease)
$1,521,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VestwellRECORDKEEPER$54,258not reported in the loaded dataset2023

Related Form 5500 pages