Cogent Solutions And Supplies 401(K) Profit Sharing Plan — Form 5500 plan (Oakland Paper & Supply, 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, Cogent Solutions And Supplies 401(K) Profit Sharing Plan is a benefit plan reported by Oakland Paper & Supply, Inc. under EIN 94-3069449 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $16,376,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakland Paper & Supply, Inc.
- EIN
- 94-3069449
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, CA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $16,376,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240916164914NAL0001758129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,376,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,376,792
- Net assets (BOY)
- $14,575,062
Income & contributions
- Employer contributions
- $103,341
- Participant contributions
- $828,567
- Total contributions
- $931,908
- Total income / additions
- $3,337,607
Expenses & distributions
- Benefits paid
- $1,522,044
- Administrative expenses
- $11,775
- Total expenses
- $1,535,877
- Net increase / (decrease)
- $1,801,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $22,442 | not reported in the loaded dataset | 2023 |
| California Retirement Plans | CONTRACT ADMIN | $10,664 | $10,000 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $5,344 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oakland Paper & Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Richmond, CA
- Global Retirement Partners — Schedule C compensation
- California Retirement Plans — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation