Cox, Castle & Nicholson Llp — 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, Cox, Castle & Nicholson Llp (EIN 95-2547124) is a plan sponsor located in Los Angeles, CA with 3 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
95-2547124
Location
Los Angeles, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$236,310,014
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$236,310,014

Contributions & income

Employer contributions
$4,520,977
Participant contributions
$2,882,104
Total income / additions
$58,914,632

Expenses & distributions

Benefits paid / distributions
$9,086,425
Total expenses
$9,473,352
Net increase / (decrease)
$49,441,280

Coverage

Total reported participants
620
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

Cox, Castle & Nicholson Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cox, Castle & Nicholson Llp Retirement Plan003243$236,310,0142023
Long Term Disability502227not reported in the loaded dataset2023
Group Insurance Plan501150not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cox, Castle & Nicholson Llp
YearPlanParticipantsSchedulesFiling
2023Group Insurance Plan15020240702165541NAL0005379057001
2023Long Term Disability22720240702165617NAL0011105442001
2023Cox, Castle & Nicholson Llp Retirement Plan243H, C20241015122932NAL0016387107001

Related Form 5500 pages