2023 Form 5500 filing — Cooley Llp Salary Deferral And Profit Sharing Plan
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 20241014165255NAL0046883376004) for Cooley Llp Salary Deferral And Profit Sharing Plan, reported by Cooley Llp under EIN 94-1140085 and plan number 001. It reports 4,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165255NAL0046883376004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooley Llp
- EIN
- 94-1140085
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 4,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,157,560,729
- Net assets (EOY)
- $1,157,560,729
- Employer contributions
- $30,467,783
- Participant contributions
- $43,518,658
- Total income / additions
- $250,837,710
- Benefits paid
- $71,862,261
- Administrative expenses
- $612,394
- Total expenses
- $72,496,615
- Net increase / (decrease)
- $178,341,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $242,605 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $66,801 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $40,426 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $36,240 | not reported in the loaded dataset |
| Cooper Capital Group | NONE | $30,682 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $28,284 | $0 |
| Cerity Partners LLC | NONE | $27,315 | not reported in the loaded dataset |
| Sentinel Wealth Management Inc. | NONE | $24,010 | not reported in the loaded dataset |
| Evergreen Capital Management L | NONE | $22,661 | not reported in the loaded dataset |
| Roberts Wealth Advisors LLC | NONE | $20,554 | not reported in the loaded dataset |
| Fisher Investments | NONE | $20,187 | not reported in the loaded dataset |
| Dearborn Partners LLC | NONE | $16,818 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $14,416 | not reported in the loaded dataset |
| Mariner Platform Solutions LLC | NONE | $10,373 | not reported in the loaded dataset |
| Private Ocean | NONE | $10,311 | not reported in the loaded dataset |
| Pillar Wealth Management Co | NONE | $8,448 | not reported in the loaded dataset |
| Holdfast Wealth Management LLC | NONE | $6,603 | not reported in the loaded dataset |
| Gemmer Asset Management LLC | NONE | $6,372 | not reported in the loaded dataset |