Original filing (PDF)20230410115242NAL0001796897001

COTTERMAN & COMPANY, INC.

Name: COTTERMAN & COMPANY, INC. — COTTERMAN & COMPANY, INC. CASH BALANCE PLAN, Form 5500 (2022)
Creator: COTTERMAN & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

COTTERMAN & COMPANY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

COTTERMAN & COMPANY, INC.

EIN

34-1391975all filings

Address

PO BOX 75 · 04513 ST. RT. 66N · MINSTER, OH · 45865

Phone

(419) 628-3713

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-10

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

JOHN A BARNETT ENTERPRISES LLC

JOHN A BARNETT ENTERPRISES LLC MCF BENEFIT PLAN

ATHENS ROOFING

ATHENS ROOFING GFB BENEFIT PLAN

SUMMIT CONCRETE LLC D/B/A SUMMIT CONCRETE

SUMMIT CONCRETE LLC 401(K) PLAN

RESTORSURANCE SERVICES, LLC

RESTORSURANCE SERVICES, LLC CASH BALANCE PLAN

SAUDER BROS. CONCRETE, INC.

SAUDER BROTHERS CONCRETE, INC. PREVAILING WAGE PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.