Cosmo International Corp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cosmo International Corp)

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, Cosmo International Corp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cosmo International Corp under EIN 65-0657389 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $20,313,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cosmo International Corp
EIN
65-0657389
Plan number
001
Plan type
2
Location
Deerfield Beach, FL
Latest filing year
2023
Participants
159
End-of-year plan assets
$20,313,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240702153619NAL0011319026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,313,386
Total liabilities (EOY)
$0
Net assets (EOY)
$20,313,386
Net assets (BOY)
$17,014,467

Income & contributions

Employer contributions
$695,510
Participant contributions
$976,419
Total contributions
$1,732,836
Total income / additions
$4,641,276

Expenses & distributions

Benefits paid
$1,306,314
Administrative expenses
$30,407
Total expenses
$1,342,357
Net increase / (decrease)
$3,298,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors, LLCADVISOR$24,618not reported in the loaded dataset2023

Related Form 5500 pages