| Plan Name | THE CONTRACTORS RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COHEN SKOVBORG, LLC |
| Employer identification number (EIN): | 202292230 |
| NAIC Classification: | 238900 |
Additional information about COHEN SKOVBORG, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2005-02-02 |
| Company Identification Number: | 26673590 |
| Legal Registered Office Address: |
695 SW MILL VIEW WAY STE 104 BEND United States of America (USA) 97702 |
More information about COHEN SKOVBORG, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | STACIE WOOD | 2024-06-17 | ||
| 002 | 2022-01-01 | STACIE WOOD | 2023-05-10 | STACIE WOOD | 2023-05-10 |
| 002 | 2021-01-01 | STACIE WOOD | 2022-06-07 | STACIE WOOD | 2022-06-07 |
| 002 | 2020-01-01 | STACIE WOOD | 2021-06-22 | STACIE WOOD | 2021-06-22 |
| 002 | 2019-01-01 | STACIE WOOD | 2020-06-02 | STACIE WOOD | 2020-06-02 |
| 002 | 2018-01-01 | MATT COHEN | 2019-07-31 | MATT COHEN | 2019-07-31 |
| 002 | 2017-01-01 | TRACIE FOLLOSE | 2018-06-13 | TRACIE FOLLOSE | 2018-06-13 |
| 002 | 2016-01-01 | TRACIE FOLLOSE | 2017-07-06 | TRACIE FOLLOSE | 2017-07-06 |
| 002 | 2015-01-01 | TRACIE FOLLOSE | 2016-06-17 | TRACIE FOLLOSE | 2016-06-17 |
| 002 | 2014-01-01 | TRACIE FOLLOSE | 2015-06-12 | TRACIE FOLLOSE | 2015-06-12 |
| 002 | 2013-01-01 | TRACIE FOLLOSE | 2014-08-14 | ||
| 002 | 2012-01-01 | TRACIE FOLLOSE | 2014-02-07 | TRACIE FOLLOSE | 2014-02-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE CONTRACTORS RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-16 | 346229 |
| Net assets as of the end of the plan year | 2025-06-16 | 2215823 |
| Total assets as of the beginning of the plan year | 2025-06-16 | 2146020 |
| Value of plan covered by a fidelity bond | 2025-06-16 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-16 | 160764 |
| Value of participant loans at end of plan year | 2025-06-16 | 26813 |
| Other income to plan in this plan year | 2025-06-16 | 173396 |
| Plan net income in this plan year | 2025-06-16 | 69803 |
| Net assets as of the end of the plan year | 2025-06-16 | 2215823 |
| Net assets as of the beginning of the plan year | 2025-06-16 | 2146020 |
| Employer contributions to plan in this plan year | 2025-06-16 | 81872 |
| 2024 : THE CONTRACTORS RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-06-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 708 |
| Net assets as of the end of the plan year | 2024-06-17 | 2146020 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 1653448 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 200000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 155191 |
| Value of participant loans at end of plan year | 2024-06-17 | 61063 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 0 |
| Other contributions to plan in this plan year | 2024-06-17 | 3276 |
| Other income to plan in this plan year | 2024-06-17 | 276357 |
| Plan net income in this plan year | 2024-06-17 | 492572 |
| Net assets as of the end of the plan year | 2024-06-17 | 2146020 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 1653448 |
| Employer contributions to plan in this plan year | 2024-06-17 | 58456 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 0 |