Retirement plan

COGZ SYSTEMS, LLC 401(K) PLAN

Name: COGZ SYSTEMS, LLC - COGZ SYSTEMS, LLC 401(K) PLAN (2021) Form 5500
Creator: COGZ SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COGZ SYSTEMS, LLC 401(K) PLAN, COGZ SYSTEMS, LLC

COGZ SYSTEMS, LLCEIN 06-1603470Plan #002PY 2021

58 STEEPLE VIEW LANE - WOODBURY, CT 06798203-263-7882LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+20.9% from 2020

Total participants

0.0% from 2020

Average account balance

$886,114

+20.9% from 2020

Annual return

13.52%

+8.92 pp from 2020

Benchmarks

See 9,483 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,483 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.2M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$33

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$100

$33 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$886,114

$124,175+613.6%

$108,405+717.4%

$167,536+428.9%

Participation rate

100.0%

82.3%+17.7pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

13.52%

1380.13%-1366.6pp

905.55%-892.0pp

478.82%-465.3pp

Employer contribution / active EE

$30,446

$4,188+627.1%

$3,559+755.5%

$4,839+529.2%

Participant deferral / active EE

$23,833

$6,908+245.0%

$6,563+263.2%

$6,342+275.8%

Admin fee / account holder

$33

$9,457-99.6%

$7,297-99.5%

$12,315-99.7%

COGZ SYSTEMS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COGZ SYSTEMS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion