C. J. Coakley Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, C. J. Coakley Co., Inc. (EIN 54-0804860) is a plan sponsor located in Fairfax, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0804860
Location
Fairfax, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,363,064
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,363,064

Contributions & income

Employer contributions
$605,352
Participant contributions
$633,681
Total income / additions
$4,342,668

Expenses & distributions

Benefits paid / distributions
$2,057,018
Total expenses
$2,316,019
Net increase / (decrease)
$2,026,649

Coverage

Total reported participants
755
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

C. J. Coakley Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
C. J. Coakley Co., Inc. 401(K) & Davis Bacon Plan005624$24,363,0642023
C.J. Coakley Company, Inc. Health Insurance Plan501131not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for C. J. Coakley Co., Inc.
YearPlanParticipantsSchedulesFiling
2023C.J. Coakley Company, Inc. Health Insurance Plan13120240926101232NAL0000294019001
2023C. J. Coakley Co., Inc. 401(K) & Davis Bacon Plan624H, C20241015155729NAL0016815971001

Related Form 5500 pages