2023 Form 5500 filing — Cozen O'Connor Cash Balance Plan B
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014091822NAL0045441344001) for Cozen O'Connor Cash Balance Plan B, reported by Cozen O'Connor under EIN 23-1732832 and plan number 004. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.6MReported net assets$15,623,209
Participants193
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241014091822NAL0045441344001
- Plan sponsor
- Cozen O'Connor
- EIN
- 23-1732832
- Plan number
- 004
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,623,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,623,209
- Employer contributions
- $7,301,926
- Total income / additions
- $7,829,009
- Benefits paid
- $5,935,837
- Administrative expenses
- $0
- Total expenses
- $5,935,837
- Net increase / (decrease)
- $1,893,172