Cogstate, Inc. 401(K) Plan — Form 5500 plan (Cogstate, 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, Cogstate, Inc. 401(K) Plan is a benefit plan reported by Cogstate, Inc. under EIN 98-0503038 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $9,900,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cogstate, Inc.
EIN
98-0503038
Plan number
001
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
208
End-of-year plan assets
$9,900,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20240726090145NAL0015722545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,900,537
Total liabilities (EOY)
$0
Net assets (EOY)
$9,900,537
Net assets (BOY)
$7,817,026

Income & contributions

Employer contributions
$393,560
Participant contributions
$1,156,783
Total contributions
$1,614,777
Total income / additions
$3,196,664

Expenses & distributions

Benefits paid
$1,098,912
Administrative expenses
$14,241
Total expenses
$1,113,153
Net increase / (decrease)
$2,083,511

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Patriot Financial GroupINVESTMENT MGMT$19,365not reported in the loaded dataset2023
Vanguard GroupRECORDKEEPER$9,270$02023

Related Form 5500 pages