Cowles Company 401(K) Plan — Form 5500 plan (Cowles Company)
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, Cowles Company 401(K) Plan is a benefit plan reported by Cowles Company under EIN 91-0420030 and plan number 002. The latest loaded filing year is 2023. The filing reports 986 participants and $66,358,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cowles Company
- EIN
- 91-0420030
- Plan number
- 002
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 986
- End-of-year plan assets
- $66,358,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 986 | H, C | 20241014160619NAL0015263603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,358,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,358,201
- Net assets (BOY)
- $62,460,173
Income & contributions
- Employer contributions
- $1,602,611
- Participant contributions
- $2,641,675
- Total contributions
- $4,628,498
- Total income / additions
- $13,964,896
Expenses & distributions
- Benefits paid
- $9,918,087
- Administrative expenses
- $145,546
- Total expenses
- $10,066,868
- Net increase / (decrease)
- $3,898,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,976 | $0 | 2023 |
| D A Davidson & Co Inc | INVESTMENT ADVISORY | $53,570 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |