Cogdall Construction Co Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Cogdall Construction Company 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, Cogdall Construction Co Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Cogdall Construction Company Inc. under EIN 93-0589156 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $9,279,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cogdall Construction Company Inc.
- EIN
- 93-0589156
- Plan number
- 002
- Plan type
- 2
- Location
- Tigard, OR
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $9,279,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240913094425NAL0005004099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,279,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,653
- Net assets (BOY)
- $7,256,425
Income & contributions
- Employer contributions
- $409,746
- Participant contributions
- $659,939
- Total contributions
- $1,069,685
- Total income / additions
- $2,386,112
Expenses & distributions
- Benefits paid
- $290,953
- Administrative expenses
- $71,931
- Total expenses
- $362,884
- Net increase / (decrease)
- $2,023,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matisse Capital | ADVISOR | $25,226 | not reported in the loaded dataset | 2023 |
| The Retirement Plan Company | NONE | $23,329 | $325 | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $18,900 | not reported in the loaded dataset | 2023 |