2023 Form 5500 filing — Cozen Oconnor Associates 401(K) Plan And Trust
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 20241014092929NAL0014702467001) for Cozen Oconnor Associates 401(K) Plan And Trust, reported by Cozen Oconnor under EIN 23-1732832 and plan number 002. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.6MReported net assets$22,645,984
Participants458
Provider compensation$16.7K1 Schedule C row(s)$16,652
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014092929NAL0014702467001
- Plan sponsor
- Cozen Oconnor
- EIN
- 23-1732832
- Plan number
- 002
- 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)$22.6M total assets
Net assets$22.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,645,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,645,984
- Participant contributions
- $3,895,959
- Total income / additions
- $8,011,946
- Benefits paid
- $1,123,822
- Administrative expenses
- $17,724
- Total expenses
- $1,141,546
- Net increase / (decrease)
- $6,870,400
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | RECORDKEEPER | $16,652 | $0 |