Cozen Oconnor Profit Sharing Plan A — Form 5500 plan (Cozen Oconnor)
Plain-English plan 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, Cozen Oconnor Profit Sharing Plan A is a benefit plan reported by Cozen Oconnor under EIN 23-1732832 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,802 participants and $666,932,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cozen Oconnor
- EIN
- 23-1732832
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,802
- End-of-year plan assets
- $666,932,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,802 | H, C | 20241014093033NAL0026912673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $666,932,555
- Total liabilities (EOY)
- $4,573,734
- Net assets (EOY)
- $662,358,821
- Net assets (BOY)
- $558,138,443
Income & contributions
- Employer contributions
- $9,496,200
- Participant contributions
- $18,780,099
- Total contributions
- $37,283,433
- Total income / additions
- $134,430,320
Expenses & distributions
- Benefits paid
- $30,949,493
- Administrative expenses
- $319,200
- Total expenses
- $31,268,693
- Net increase / (decrease)
- $103,161,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | CONSULTANT | $125,000 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc. | RECORDKEEPER | $98,134 | $0 | 2023 |
| Cbiz Investment Advisory Svcs Inc. | CONSULTANT | $56,650 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $37,275 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cozen Oconnor
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Commonwealth Financial Network — Schedule C compensation
- T Rowe Price Rps Inc. — Schedule C compensation
- Cbiz Investment Advisory Svcs Inc. — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation