2023 Form 5500 filing — Thompson, Coe, Cousins & Irons L.L.P. 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 20241015130545NAL0014685667001) for Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan, reported by Thompson, Coe, Cousins & Irons, L.L.P. under EIN 75-0889070 and plan number 002. It reports 503 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)$77.5MReported net assets$77,494,703
Participants503
Provider compensation$126.7K4 Schedule C row(s)$126,724
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015130545NAL0014685667001
- Plan sponsor
- Thompson, Coe, Cousins & Irons, L.L.P.
- EIN
- 75-0889070
- Plan number
- 002
- Location
- Dallas, TX
- 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)$77.5M total assets
Net assets$77.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $77,494,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,494,703
- Employer contributions
- $2,350,287
- Participant contributions
- $4,332,958
- Total income / additions
- $22,563,764
- Benefits paid
- $6,373,197
- Administrative expenses
- $74,546
- Total expenses
- $6,529,822
- Net increase / (decrease)
- $16,033,942
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,853 | $0 |
| Raymond James Financial Services | ADVISOR | $28,889 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | ADVISOR | $23,214 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $16,768 | not reported in the loaded dataset |