Myfuture 401(K) Retirement Savings Plan — Form 5500 plan (Cottage Health)

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, Myfuture 401(K) Retirement Savings Plan is a benefit plan reported by Cottage Health under EIN 77-0431902 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,101 participants and $69,740,012 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cottage Health
EIN
77-0431902
Plan number
007
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
Participants
2,101
End-of-year plan assets
$69,740,012

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,101H, C20241014125625NAL0053594210001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,740,012
Total liabilities (EOY)
$0
Net assets (EOY)
$69,740,012
Net assets (BOY)
$40,931,583

Income & contributions

Employer contributions
$4,355,785
Participant contributions
$14,767,033
Total contributions
$22,963,495
Total income / additions
$32,330,160

Expenses & distributions

Benefits paid
$3,336,366
Administrative expenses
$183,009
Total expenses
$3,521,731
Net increase / (decrease)
$28,808,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$161,340$02023
Strategic Advisors, Inc.ADVISOR$21,819not reported in the loaded dataset2023

Related Form 5500 pages