Original filing (PDF)20230201103333NAL0018276769001

Cotner Associates, Inc.

Name: Cotner Associates, Inc. — Cotner Associates, Inc., Form 5500 (2022)
Creator: Cotner Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cotner Associates, Inc. Profit Sharing With Traditional 401(k)

401(k) retirement plan · Cotner Associates, Inc.'s Cotner Associates, Inc. Profit Sharing With Traditional 401(k) filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Cotner Associates, Inc.'s EIN is 23-2470521.

EIN 23-2470521

Plan number 001

Plan year 2022

ACK ID 20230201103333NAL0018276769001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Cotner Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Cotner Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COTNER ASSOCIATES, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score