Plan5500

Cozzini Bros., Inc. Employees' Profit Sharing And Savings Plan — Form 5500 plan (Cozzini Bros., 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, Cozzini Bros., Inc. Employees' Profit Sharing And Savings Plan is a benefit plan reported by Cozzini Bros., Inc. under EIN 73-1687897 and plan number 001. The latest loaded filing year is 2023. The filing reports 795 participants and $10,516,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cozzini Bros., Inc.
EIN
73-1687897
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
795
End-of-year plan assets
$10,516,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023795H, C20241009164313NAL0038480738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,516,423
Total liabilities (EOY)
$36
Net assets (EOY)
$10,516,387
Net assets (BOY)
$6,624,430

Income & contributions

Employer contributions
$831,733
Participant contributions
$1,684,658
Total contributions
$2,742,287
Total income / additions
$4,234,377

Expenses & distributions

Benefits paid
$282,517
Administrative expenses
$58,316
Total expenses
$342,420
Net increase / (decrease)
$3,891,957

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First American BankFINANCIAL ADVISOR & TPA$28,660not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$23,260$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,350not reported in the loaded dataset2023

Related Form 5500 pages