Cokeva, Inc. 401(K) Retirement Plan — Form 5500 plan (Cokeva 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, Cokeva, Inc. 401(K) Retirement Plan is a benefit plan reported by Cokeva Inc under EIN 68-0371656 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $17,819,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cokeva Inc
EIN
68-0371656
Plan number
001
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
279
End-of-year plan assets
$17,819,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20241015130504NAL0029725409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,819,647
Total liabilities (EOY)
$0
Net assets (EOY)
$17,819,647
Net assets (BOY)
$15,535,200

Income & contributions

Employer contributions
$226,235
Participant contributions
$787,464
Total contributions
$1,161,880
Total income / additions
$3,496,253

Expenses & distributions

Benefits paid
$1,135,726
Administrative expenses
$74,938
Total expenses
$1,211,806
Net increase / (decrease)
$2,284,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Millennium Investment & RetirementRETAINED BY EMPLOYER$43,288not reported in the loaded dataset2023
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$30,817$02023

Related Form 5500 pages