Cohesive 401(K) Plan — Form 5500 plan (Cohesive Healthcare Management & Consulting LLC)
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, Cohesive 401(K) Plan is a benefit plan reported by Cohesive Healthcare Management & Consulting LLC under EIN 81-4363377 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $3,833,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cohesive Healthcare Management & Consulting LLC
- EIN
- 81-4363377
- Plan number
- 001
- Plan type
- 2
- Location
- Shawnee, OK
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $3,833,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241014185901NAL0015443747002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,833,768
- Total liabilities (EOY)
- $46,007
- Net assets (EOY)
- $3,787,761
- Net assets (BOY)
- $1,543,076
Income & contributions
- Employer contributions
- $472,719
- Participant contributions
- $711,004
- Total contributions
- $1,773,611
- Total income / additions
- $2,160,559
Expenses & distributions
- Benefits paid
- $252,029
- Administrative expenses
- $32,790
- Total expenses
- $284,819
- Net increase / (decrease)
- $1,875,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $16,851 | $0 | 2023 |
| Edward D. Jones & Co., L.P. | INVESTMENT ADVISOR | $12,876 | $0 | 2023 |