Cole Diagnostics, Inc. Retirement Plan — Form 5500 plan (Cole Diagnostics, 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, Cole Diagnostics, Inc. Retirement Plan is a benefit plan reported by Cole Diagnostics, Inc. under EIN 84-1626742 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $546,578 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$546.6KPlan net assets, end of year$546,578
Participants15Covered participants reported
Assets / participant$36.4KComputed: assets ÷ participants$36,439 (computed)
Provider compensationNone reported
Plan sponsor
Cole Diagnostics, Inc.
EIN
84-1626742
Plan number
001
Plan type
2
Location
Garden City, ID
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20241008160446NAL0029171696001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$546.6K total assets
Net assets$546.6KLiabilities$0
Money in vs. money out
Total income / additions$107.1K
Total expenses$61.7K
Benefits paid / distributions$54.7K
Contributions
Employer$6.8K
Participant$22.8K
Full reported line items

Net assets

Total assets (EOY)
$546,578
Total liabilities (EOY)
$0
Net assets (EOY)
$546,578
Net assets (BOY)
$501,217

Income & contributions

Employer contributions
$6,808
Participant contributions
$22,750
Total income / additions
$107,055

Expenses & distributions

Benefits paid
$54,690
Administrative expenses
$7,004
Total expenses
$61,694
Net increase / (decrease)
$45,361
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income51%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages