2023 Form 5500 filing — C. J. Coakley Co., Inc. 401(K) & Davis Bacon 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 20241015155729NAL0016815971001) for C. J. Coakley Co., Inc. 401(K) & Davis Bacon Plan, reported by C. J. Coakley Co., Inc. under EIN 54-0804860 and plan number 005. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155729NAL0016815971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. J. Coakley Co., Inc.
- EIN
- 54-0804860
- Plan number
- 005
- Location
- Fairfax, VA
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,363,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,363,064
- Employer contributions
- $605,352
- Participant contributions
- $633,681
- Total income / additions
- $4,342,668
- Benefits paid
- $2,057,018
- Administrative expenses
- $199,273
- Total expenses
- $2,316,019
- Net increase / (decrease)
- $2,026,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Insurance Services | CONTRACT ADMINISTRATOR | $62,951 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISOR | $42,681 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGER | $40,284 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $36,462 | $0 |
| Yount, Hyde & Barbour | AUDITOR | $17,500 | not reported in the loaded dataset |