401(K) Plan Of Cosway Company, Inc. — Form 5500 plan (Cosway 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, 401(K) Plan Of Cosway Company, Inc. is a benefit plan reported by Cosway Company, Inc. under EIN 95-2370488 and plan number 004. The latest loaded filing year is 2023. The filing reports 195 participants and $18,127,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cosway Company, Inc.
- EIN
- 95-2370488
- Plan number
- 004
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $18,127,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241015132003NAL0016474515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,127,858
- Total liabilities (EOY)
- $18,039
- Net assets (EOY)
- $18,109,819
- Net assets (BOY)
- $17,173,332
Income & contributions
- Employer contributions
- $193,143
- Participant contributions
- $816,959
- Total contributions
- $1,010,102
- Total income / additions
- $3,177,789
Expenses & distributions
- Benefits paid
- $2,231,870
- Administrative expenses
- $9,432
- Total expenses
- $2,241,302
- Net increase / (decrease)
- $936,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors, LLC | SERVICE PROVIDER | $0 | $42,071 | 2023 |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $0 | $8,407 | 2023 |
| Voya Retirement Insurance | SERVICE PROVIDER | $1,106 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cosway Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carson, CA
- Burnham Gibson Wealth Advisors, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Voya Retirement Insurance — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation