Cozy Harbor Group, Corp. 401(K) Plan — Form 5500 plan (Cozy Harbor Group, Corp.)
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, Cozy Harbor Group, Corp. 401(K) Plan is a benefit plan reported by Cozy Harbor Group, Corp. under EIN 87-3381723 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $429,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cozy Harbor Group, Corp.
- EIN
- 87-3381723
- Plan number
- 001
- Plan type
- 2
- Location
- Locust Valley, NY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $429,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240724155824NAL0013339553001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $429,864
- Net assets (EOY)
- $429,864
- Net assets (BOY)
- $441,878
Income & contributions
- Total income / additions
- -$12,014
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$12,014
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.