?>
Logo

EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 401k Plan overview

Plan NameEMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY
Plan identification number 001

EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

C. COWLES & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:C. COWLES & COMPANY, INC.
Employer identification number (EIN):060309660
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01LAWRENCE MOON
0012015-12-01LAWRENCE MOON
0012014-12-01LAWRENCE MOON
0012013-12-01LAWRENCE MOON
0012012-12-01LAWRENCE MOON
0012011-12-01LAWRENCE MOON
0012010-12-01LAWRENCE MOON
0012009-12-01LAWRENCE MOON

Plan Statistics for EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY

401k plan membership statisitcs for EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY

Measure Date Value
2022: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2022 401k membership
Market value of plan assets2022-11-306,870,781
Acturial value of plan assets2022-11-306,398,218
Funding target for retired participants and beneficiaries receiving payment2022-11-301,652,378
Number of terminated vested participants2022-11-3013
Fundng target for terminated vested participants2022-11-30337,723
Active participant vested funding target2022-11-3090,003
Number of active participants2022-11-303
Total funding liabilities for active participants2022-11-3090,003
Total participant count2022-11-3049
Total funding target for all participants2022-11-302,080,104
Balance at beginning of prior year after applicable adjustments2022-11-30272,570
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Amount remaining of carryover balance2022-11-30272,570
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-30308,593
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-300
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-3011,000
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2021 401k membership
Total participants, beginning-of-year2021-12-0149
Total number of active participants reported on line 7a of the Form 55002021-12-013
Number of retired or separated participants receiving benefits2021-12-0123
Number of other retired or separated participants entitled to future benefits2021-12-0113
Total of all active and inactive participants2021-12-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-018
Total participants2021-12-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-306,301,414
Acturial value of plan assets2021-11-306,009,432
Funding target for retired participants and beneficiaries receiving payment2021-11-301,798,354
Number of terminated vested participants2021-11-3013
Fundng target for terminated vested participants2021-11-30338,696
Active participant vested funding target2021-11-3086,968
Number of active participants2021-11-303
Total funding liabilities for active participants2021-11-3086,968
Total participant count2021-11-3052
Total funding target for all participants2021-11-302,224,018
Balance at beginning of prior year after applicable adjustments2021-11-30157,875
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Amount remaining of carryover balance2021-11-30157,875
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-30175,083
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-3011,000
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2020 401k membership
Total participants, beginning-of-year2020-12-0152
Total number of active participants reported on line 7a of the Form 55002020-12-013
Number of retired or separated participants receiving benefits2020-12-0124
Number of other retired or separated participants entitled to future benefits2020-12-0113
Total of all active and inactive participants2020-12-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-019
Total participants2020-12-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-305,963,448
Acturial value of plan assets2020-11-305,877,877
Funding target for retired participants and beneficiaries receiving payment2020-11-301,934,507
Number of terminated vested participants2020-11-3014
Fundng target for terminated vested participants2020-11-30359,889
Active participant vested funding target2020-11-3080,169
Number of active participants2020-11-303
Total funding liabilities for active participants2020-11-3080,169
Total participant count2020-11-3055
Total funding target for all participants2020-11-302,374,565
Balance at beginning of prior year after applicable adjustments2020-11-30140,960
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-30140,960
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-30157,875
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-3011,000
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2019 401k membership
Total participants, beginning-of-year2019-12-0155
Total number of active participants reported on line 7a of the Form 55002019-12-013
Number of retired or separated participants receiving benefits2019-12-0126
Number of other retired or separated participants entitled to future benefits2019-12-0113
Total of all active and inactive participants2019-12-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-0110
Total participants2019-12-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-305,577,703
Acturial value of plan assets2019-11-305,693,179
Funding target for retired participants and beneficiaries receiving payment2019-11-302,160,057
Number of terminated vested participants2019-11-3014
Fundng target for terminated vested participants2019-11-30333,817
Active participant vested funding target2019-11-3073,543
Number of active participants2019-11-303
Total funding liabilities for active participants2019-11-3073,543
Total participant count2019-11-3057
Total funding target for all participants2019-11-302,567,417
Balance at beginning of prior year after applicable adjustments2019-11-30140,819
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-30140,819
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Balance of carryovers at beginning of current year2019-11-30140,960
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-300
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-3011,000
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2018 401k membership
Total participants, beginning-of-year2018-12-0157
Total number of active participants reported on line 7a of the Form 55002018-12-013
Number of retired or separated participants receiving benefits2018-12-0128
Number of other retired or separated participants entitled to future benefits2018-12-0114
Total of all active and inactive participants2018-12-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-0110
Total participants2018-12-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-305,883,780
Acturial value of plan assets2018-11-305,685,435
Funding target for retired participants and beneficiaries receiving payment2018-11-302,316,331
Number of terminated vested participants2018-11-3015
Fundng target for terminated vested participants2018-11-30303,181
Active participant vested funding target2018-11-3064,855
Number of active participants2018-11-303
Total funding liabilities for active participants2018-11-3064,855
Total participant count2018-11-3060
Total funding target for all participants2018-11-302,684,367
Balance at beginning of prior year after applicable adjustments2018-11-30123,851
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Amount remaining of carryover balance2018-11-30123,851
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-30140,819
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-3010,500
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2017 401k membership
Total participants, beginning-of-year2017-12-0160
Total number of active participants reported on line 7a of the Form 55002017-12-013
Number of retired or separated participants receiving benefits2017-12-0129
Number of other retired or separated participants entitled to future benefits2017-12-0114
Total of all active and inactive participants2017-12-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-0111
Total participants2017-12-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-305,505,426
Acturial value of plan assets2017-11-305,715,188
Funding target for retired participants and beneficiaries receiving payment2017-11-302,597,501
Number of terminated vested participants2017-11-3015
Fundng target for terminated vested participants2017-11-30275,477
Active participant vested funding target2017-11-3058,692
Number of active participants2017-11-303
Total funding liabilities for active participants2017-11-3058,692
Total participant count2017-11-3062
Total funding target for all participants2017-11-302,931,670
Balance at beginning of prior year after applicable adjustments2017-11-30119,894
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-30119,894
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Balance of carryovers at beginning of current year2017-11-30123,851
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-3016,500
Net shortfall amortization installment of oustanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2016 401k membership
Total participants, beginning-of-year2016-12-0162
Total number of active participants reported on line 7a of the Form 55002016-12-013
Number of retired or separated participants receiving benefits2016-12-0129
Number of other retired or separated participants entitled to future benefits2016-12-0115
Total of all active and inactive participants2016-12-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-0113
Total participants2016-12-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2015 401k membership
Total participants, beginning-of-year2015-12-0168
Total number of active participants reported on line 7a of the Form 55002015-12-013
Number of retired or separated participants receiving benefits2015-12-0131
Number of other retired or separated participants entitled to future benefits2015-12-0115
Total of all active and inactive participants2015-12-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-0113
Total participants2015-12-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2014 401k membership
Total participants, beginning-of-year2014-12-0168
Total number of active participants reported on line 7a of the Form 55002014-12-013
Number of retired or separated participants receiving benefits2014-12-0134
Number of other retired or separated participants entitled to future benefits2014-12-0116
Total of all active and inactive participants2014-12-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-0115
Total participants2014-12-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2013 401k membership
Total participants, beginning-of-year2013-12-0169
Total number of active participants reported on line 7a of the Form 55002013-12-013
Number of retired or separated participants receiving benefits2013-12-0134
Number of other retired or separated participants entitled to future benefits2013-12-0117
Total of all active and inactive participants2013-12-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-0114
Total participants2013-12-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2012 401k membership
Total participants, beginning-of-year2012-12-0175
Total number of active participants reported on line 7a of the Form 55002012-12-015
Number of retired or separated participants receiving benefits2012-12-0133
Number of other retired or separated participants entitled to future benefits2012-12-0119
Total of all active and inactive participants2012-12-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-0112
Total participants2012-12-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2011 401k membership
Total participants, beginning-of-year2011-12-0176
Total number of active participants reported on line 7a of the Form 55002011-12-017
Number of retired or separated participants receiving benefits2011-12-0135
Number of other retired or separated participants entitled to future benefits2011-12-0120
Total of all active and inactive participants2011-12-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-0113
Total participants2011-12-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2010 401k membership
Total participants, beginning-of-year2010-12-0176
Total number of active participants reported on line 7a of the Form 55002010-12-017
Number of retired or separated participants receiving benefits2010-12-0136
Number of other retired or separated participants entitled to future benefits2010-12-0121
Total of all active and inactive participants2010-12-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-0112
Total participants2010-12-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2009 401k membership
Total participants, beginning-of-year2009-12-0176
Total number of active participants reported on line 7a of the Form 55002009-12-017
Number of retired or separated participants receiving benefits2009-12-0134
Number of other retired or separated participants entitled to future benefits2009-12-0123
Total of all active and inactive participants2009-12-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-0112
Total participants2009-12-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY

Measure Date Value
2022 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2022 401k financial data
Total income from all sources2022-11-30$-655,854
Expenses. Total of all expenses incurred2022-11-30$274,211
Benefits paid (including direct rollovers)2022-11-30$199,698
Total plan assets at end of year2022-11-30$5,940,716
Total plan assets at beginning of year2022-11-30$6,870,781
Value of fidelity bond covering the plan2022-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2022-11-30$4,214
Other income received2022-11-30$-655,854
Net income (gross income less expenses)2022-11-30$-930,065
Net plan assets at end of year (total assets less liabilities)2022-11-30$5,940,716
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$6,870,781
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-30$70,299
2021 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2021 401k financial data
Transfers to/from the plan2021-11-30$1,604,043
Total income from all sources2021-11-30$819,120
Expenses. Total of all expenses incurred2021-11-30$1,853,796
Benefits paid (including direct rollovers)2021-11-30$1,796,838
Total plan assets at end of year2021-11-30$6,870,781
Total plan assets at beginning of year2021-11-30$6,301,414
Value of fidelity bond covering the plan2021-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2021-11-30$4,316
Other income received2021-11-30$819,120
Net income (gross income less expenses)2021-11-30$-1,034,676
Net plan assets at end of year (total assets less liabilities)2021-11-30$6,870,781
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$6,301,414
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-30$52,642
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2020 401k financial data
Total income from all sources2020-11-30$670,588
Expenses. Total of all expenses incurred2020-11-30$332,622
Benefits paid (including direct rollovers)2020-11-30$288,649
Total plan assets at end of year2020-11-30$6,301,414
Total plan assets at beginning of year2020-11-30$5,963,448
Value of fidelity bond covering the plan2020-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2020-11-30$4,400
Other income received2020-11-30$670,588
Net income (gross income less expenses)2020-11-30$337,966
Net plan assets at end of year (total assets less liabilities)2020-11-30$6,301,414
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$5,963,448
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$39,573
2019 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2019 401k financial data
Total income from all sources2019-11-30$685,668
Expenses. Total of all expenses incurred2019-11-30$299,923
Benefits paid (including direct rollovers)2019-11-30$257,113
Total plan assets at end of year2019-11-30$5,963,448
Total plan assets at beginning of year2019-11-30$5,577,703
Value of fidelity bond covering the plan2019-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2019-11-30$4,218
Other income received2019-11-30$685,668
Net income (gross income less expenses)2019-11-30$385,745
Net plan assets at end of year (total assets less liabilities)2019-11-30$5,963,448
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$5,577,703
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$38,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2017 401k financial data
Total income from all sources2017-11-30$763,713
Expenses. Total of all expenses incurred2017-11-30$385,361
Benefits paid (including direct rollovers)2017-11-30$341,971
Total plan assets at end of year2017-11-30$5,883,778
Total plan assets at beginning of year2017-11-30$5,505,426
Value of fidelity bond covering the plan2017-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2017-11-30$3,968
Other income received2017-11-30$763,713
Net income (gross income less expenses)2017-11-30$378,352
Net plan assets at end of year (total assets less liabilities)2017-11-30$5,883,778
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$5,505,426
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$39,422
2016 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2016 401k financial data
Total income from all sources2016-11-30$211,453
Expenses. Total of all expenses incurred2016-11-30$405,388
Benefits paid (including direct rollovers)2016-11-30$367,474
Total plan assets at end of year2016-11-30$5,505,426
Total plan assets at beginning of year2016-11-30$5,699,361
Value of fidelity bond covering the plan2016-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2016-11-30$3,876
Other income received2016-11-30$211,453
Net income (gross income less expenses)2016-11-30$-193,935
Net plan assets at end of year (total assets less liabilities)2016-11-30$5,505,426
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$5,699,361
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$34,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2015 401k financial data
Total income from all sources2015-11-30$126,867
Expenses. Total of all expenses incurred2015-11-30$454,976
Benefits paid (including direct rollovers)2015-11-30$403,264
Total plan assets at end of year2015-11-30$5,699,361
Total plan assets at beginning of year2015-11-30$6,027,470
Value of fidelity bond covering the plan2015-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2015-11-30$5,832
Other income received2015-11-30$126,867
Net income (gross income less expenses)2015-11-30$-328,109
Net plan assets at end of year (total assets less liabilities)2015-11-30$5,699,361
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$6,027,470
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$45,880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2014 401k financial data
Total income from all sources2014-11-30$602,129
Expenses. Total of all expenses incurred2014-11-30$511,473
Benefits paid (including direct rollovers)2014-11-30$474,906
Total plan assets at end of year2014-11-30$6,027,470
Total plan assets at beginning of year2014-11-30$5,936,814
Value of fidelity bond covering the plan2014-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2014-11-30$27,769
Other income received2014-11-30$602,129
Net income (gross income less expenses)2014-11-30$90,656
Net plan assets at end of year (total assets less liabilities)2014-11-30$6,027,470
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$5,936,814
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$8,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2013 401k financial data
Total income from all sources2013-11-30$742,695
Expenses. Total of all expenses incurred2013-11-30$415,038
Benefits paid (including direct rollovers)2013-11-30$379,389
Total plan assets at end of year2013-11-30$5,936,814
Total plan assets at beginning of year2013-11-30$5,609,157
Value of fidelity bond covering the plan2013-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2013-11-30$26,474
Other income received2013-11-30$742,695
Net income (gross income less expenses)2013-11-30$327,657
Net plan assets at end of year (total assets less liabilities)2013-11-30$5,936,814
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$5,609,157
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$9,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2012 401k financial data
Total income from all sources2012-11-30$559,392
Expenses. Total of all expenses incurred2012-11-30$438,869
Benefits paid (including direct rollovers)2012-11-30$403,703
Total plan assets at end of year2012-11-30$5,609,157
Total plan assets at beginning of year2012-11-30$5,488,634
Value of fidelity bond covering the plan2012-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2012-11-30$26,196
Other income received2012-11-30$559,392
Net income (gross income less expenses)2012-11-30$120,523
Net plan assets at end of year (total assets less liabilities)2012-11-30$5,609,157
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$5,488,634
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$8,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2011 401k financial data
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$281,859
Expenses. Total of all expenses incurred2011-11-30$437,961
Benefits paid (including direct rollovers)2011-11-30$400,689
Total plan assets at end of year2011-11-30$5,488,634
Total plan assets at beginning of year2011-11-30$5,644,736
Value of fidelity bond covering the plan2011-11-30$1,100,000
Expenses. Other expenses not covered elsewhere2011-11-30$2,660
Other income received2011-11-30$281,859
Net income (gross income less expenses)2011-11-30$-156,102
Net plan assets at end of year (total assets less liabilities)2011-11-30$5,488,634
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$5,644,736
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$34,612
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY

2021: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES RETIREMENT PLAN OF C.COWLES AND COMPANY 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3