2023 Form 5500 filing — Cox, Castle & Nicholson Llp Retirement 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 20241015122932NAL0016387107001) for Cox, Castle & Nicholson Llp Retirement Plan, reported by Cox, Castle & Nicholson Llp under EIN 95-2547124 and plan number 003. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122932NAL0016387107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cox, Castle & Nicholson Llp
- EIN
- 95-2547124
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,310,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,310,014
- Employer contributions
- $4,520,977
- Participant contributions
- $2,882,104
- Total income / additions
- $58,914,632
- Benefits paid
- $9,086,425
- Administrative expenses
- $386,927
- Total expenses
- $9,473,352
- Net increase / (decrease)
- $49,441,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North Pier Fiduciary Management LLC | NONE | $262,284 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $88,787 | $0 |
| Pdv Financial Management | NONE | $68,218 | not reported in the loaded dataset |
| Bailard, Inc. | NONE | $38,994 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $38,617 | not reported in the loaded dataset |
| Checchi Capital Advisors, LLC | NONE | $35,403 | not reported in the loaded dataset |
| Baker Ellis Asset Mgmt LLC | NONE | $18,200 | not reported in the loaded dataset |
| Alliance Sandford Bernstein | NONE | $17,118 | not reported in the loaded dataset |
| Strategic Wealth Advs Group | NONE | $17,090 | not reported in the loaded dataset |
| Mscs Financial | NONE | $11,128 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $7,259 | not reported in the loaded dataset |
| Mariner Independent Advisor | NONE | $5,880 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,560 | $0 |
| Matrix Trust Company | NONE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 |