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COST ADVISORS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameCOST ADVISORS, INC. RETIREMENT PLAN
Plan identification number 001

COST ADVISORS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

COST ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COST ADVISORS, INC.
Employer identification number (EIN):931264286
NAIC Classification:541600

Additional information about COST ADVISORS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1999-02-22
Company Identification Number: 67659384
Legal Registered Office Address: 17960 NW RAPID STREET

BEAVERTON
United States of America (USA)
97006

More information about COST ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COST ADVISORS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01BILL DOUGLAS2022-04-13 BILL DOUGLAS2022-04-13
0012020-01-01BILL DOUGLAS2021-03-09 BILL DOUGLAS2021-03-09
0012019-01-01BILL DOUGLAS2020-02-29 BILL DOUGLAS2020-02-29
0012018-01-01BILL DOUGLAS2019-01-14 BILL DOUGLAS2019-01-14
0012017-01-01BILL DOUGLAS2018-05-15
0012016-01-01BILL DOUGLAS2017-03-13
0012015-01-01WILLIAM A DOUGLAS2016-10-04
0012014-01-01WILLIAM A DOUGLAS2015-10-14
0012013-01-01WILLIAM A DOUGLAS2014-10-01
0012012-01-01WILLIAM A DOUGLAS2013-07-11
0012011-01-01WILLIAM A DOUGLAS2012-10-04
0012010-01-01WILLIAM A DOUGLAS2011-09-27

Financial Data on COST ADVISORS, INC. RETIREMENT PLAN

Measure Date Value
2022 : COST ADVISORS, INC. RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-13-22801
Total expenses incurred by plan in this plan year2022-04-130
Net assets as of the end of the plan year2022-04-13365601
Total assets as of the beginning of the plan year2022-04-13388382
Other income to plan in this plan year2022-04-1320
Plan net income in this plan year2022-04-1320
Net assets as of the end of the plan year2022-04-13365601
Net assets as of the beginning of the plan year2022-04-13388382

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