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COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameCOZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN
Plan identification number 001

COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COZZA ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:COZZA ENTERPRISES, LLC
Employer identification number (EIN):753083799
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about COZZA ENTERPRISES, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2008-06-20
Company Identification Number: 20081333133
Legal Registered Office Address: 4520 County Road 5

Erie
United States of America (USA)
80516

More information about COZZA ENTERPRISES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRAIG COZZA2024-10-14 CRAIG COZZA2024-10-14
0012022-01-01CRAIG COZZA2023-10-16 CRAIG COZZA2023-10-16
0012021-01-01CRAIG COZZA2022-10-17 CRAIG COZZA2022-10-17
0012020-01-01CRAIG COZZA2021-10-15 CRAIG COZZA2021-10-15
0012019-01-01CRAIG COZZA2020-10-15
0012018-01-01CRAIG COZZA2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRAD JADLOWIEC2013-10-15

Financial Data on COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023 : COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$1,505
Total plan liabilities at beginning of year2023-12-31$1,505
Total income from all sources2023-12-31$156,422
Expenses. Total of all expenses incurred2023-12-31$17,885
Benefits paid (including direct rollovers)2023-12-31$9,882
Total plan assets at end of year2023-12-31$545,611
Total plan assets at beginning of year2023-12-31$407,074
Value of fidelity bond covering the plan2023-12-31$100,000
Total contributions received or receivable from participants2023-12-31$54,248
Expenses. Other expenses not covered elsewhere2023-12-31$8,003
Other income received2023-12-31$78,873
Net income (gross income less expenses)2023-12-31$138,537
Net plan assets at end of year (total assets less liabilities)2023-12-31$544,106
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$405,569
Total contributions received or receivable from employer(s)2023-12-31$23,301
2022 : COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,505
Total income from all sources2022-12-31$75,955
Expenses. Total of all expenses incurred2022-12-31$100,042
Total plan assets at end of year2022-12-31$407,074
Total plan assets at beginning of year2022-12-31$429,656
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$51,453
Expenses. Other expenses not covered elsewhere2022-12-31$92,504
Net income (gross income less expenses)2022-12-31$-24,087
Net plan assets at end of year (total assets less liabilities)2022-12-31$405,569
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$429,656
Total contributions received or receivable from employer(s)2022-12-31$24,502
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,538
2021 : COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$472
Total income from all sources2021-12-31$109,162
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$429,656
Total plan assets at beginning of year2021-12-31$320,966
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$47,784
Other income received2021-12-31$40,346
Net income (gross income less expenses)2021-12-31$109,162
Net plan assets at end of year (total assets less liabilities)2021-12-31$429,656
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$320,494
Total contributions received or receivable from employer(s)2021-12-31$21,032
2020 : COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$472
Total income from all sources2020-12-31$207,601
Expenses. Total of all expenses incurred2020-12-31$4,926
Benefits paid (including direct rollovers)2020-12-31$1,783
Total plan assets at end of year2020-12-31$320,966
Total plan assets at beginning of year2020-12-31$117,819
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$19,618
Expenses. Other expenses not covered elsewhere2020-12-31$3,143
Contributions received from other sources (not participants or employers)2020-12-31$145,510
Other income received2020-12-31$29,616
Net income (gross income less expenses)2020-12-31$202,675
Net plan assets at end of year (total assets less liabilities)2020-12-31$320,494
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$117,819
Total contributions received or receivable from employer(s)2020-12-31$12,857
2019 : COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$49,567
Expenses. Total of all expenses incurred2019-12-31$13,144
Benefits paid (including direct rollovers)2019-12-31$10,676
Total plan assets at end of year2019-12-31$117,819
Total plan assets at beginning of year2019-12-31$81,396
Value of fidelity bond covering the plan2019-12-31$15,000
Total contributions received or receivable from participants2019-12-31$16,184
Expenses. Other expenses not covered elsewhere2019-12-31$2,468
Other income received2019-12-31$19,606
Net income (gross income less expenses)2019-12-31$36,423
Net plan assets at end of year (total assets less liabilities)2019-12-31$117,819
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$81,396
Total contributions received or receivable from employer(s)2019-12-31$13,777
2018 : COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$33,643
Expenses. Total of all expenses incurred2018-12-31$7,212
Total plan assets at end of year2018-12-31$81,396
Total plan assets at beginning of year2018-12-31$54,965
Value of fidelity bond covering the plan2018-12-31$15,000
Total contributions received or receivable from participants2018-12-31$17,436
Expenses. Other expenses not covered elsewhere2018-12-31$5,375
Contributions received from other sources (not participants or employers)2018-12-31$1,687
Net income (gross income less expenses)2018-12-31$26,431
Net plan assets at end of year (total assets less liabilities)2018-12-31$81,396
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$54,965
Total contributions received or receivable from employer(s)2018-12-31$14,520
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,837

Form 5500 Responses for COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN

2023: COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COZZA ENTERPRISES, LLC PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120037
Policy instance 1
Insurance contract or identification number120037
Number of Individuals Covered23
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,298
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120037
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120037
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120037
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120037
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120037
Policy instance 1

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