COWIN & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN
401k plan membership statisitcs for COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2022: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 47 |
Number of participants with account balances | 2022-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
Total of all active and inactive participants | 2021-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 53 |
Number of participants with account balances | 2021-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 52 |
Number of participants with account balances | 2020-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 62 |
Number of participants with account balances | 2019-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 63 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
Measure | Date | Value |
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2022 : COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,597,644 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,259,559 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,218,611 |
Total plan assets at end of year | 2022-12-31 | $9,793,319 |
Total plan assets at beginning of year | 2022-12-31 | $12,650,522 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $226,991 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,960,806 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-2,857,203 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,793,319 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,650,522 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $136,171 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $3,143 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $37,805 |
2021 : COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,521,668 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,116,233 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,076,155 |
Total plan assets at end of year | 2021-12-31 | $12,650,522 |
Total plan assets at beginning of year | 2021-12-31 | $12,245,087 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $248,451 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,167,027 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $405,435 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,650,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,245,087 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $106,190 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $40,078 |
2020 : COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $3,057,808 |
Expenses. Total of all expenses incurred | 2020-12-31 | $6,395,732 |
Benefits paid (including direct rollovers) | 2020-12-31 | $6,341,794 |
Total plan assets at end of year | 2020-12-31 | $12,245,087 |
Total plan assets at beginning of year | 2020-12-31 | $15,583,011 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $277,679 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,780,942 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-3,337,924 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,245,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,583,011 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $999,187 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $53,938 |
2019 : COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $3,034,355 |
Expenses. Total of all expenses incurred | 2019-12-31 | $976,616 |
Benefits paid (including direct rollovers) | 2019-12-31 | $940,748 |
Total plan assets at end of year | 2019-12-31 | $15,583,011 |
Total plan assets at beginning of year | 2019-12-31 | $13,525,272 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $316,828 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $2,409,823 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $2,057,739 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $15,583,011 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,525,272 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $307,704 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $35,868 |
2018 : COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $356,137 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,222,372 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,199,133 |
Total plan assets at end of year | 2018-12-31 | $13,525,272 |
Total plan assets at beginning of year | 2018-12-31 | $15,391,507 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $276,669 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-645,316 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,866,235 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $13,525,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,391,507 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $724,784 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $23,239 |
2022: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COWIN & COMPANY INC, EMPLOYEES 401K PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |