Who sponsors the Cozen Oconnor Associates 401(K) Plan And Trust?

Cozen Oconnor Associates 401(K) Plan And Trust is reported as sponsored by Cozen Oconnor (EIN 23-1732832, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Cozen Oconnor Associates 401(K) Plan And Trust?

The latest Form 5500 filing year loaded for Cozen Oconnor Associates 401(K) Plan And Trust is 2023.

How many participants does Cozen Oconnor Associates 401(K) Plan And Trust report?

Cozen Oconnor Associates 401(K) Plan And Trust reports 458 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Cozen Oconnor Associates 401(K) Plan And Trust?

Cozen Oconnor Associates 401(K) Plan And Trust reports $22,645,984 in end-of-year plan assets in its latest loaded Form 5500 filing.

Cozen Oconnor Associates 401(K) Plan And Trust — 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 Associates 401(K) Plan And Trust is a benefit plan reported by Cozen Oconnor under EIN 23-1732832 and plan number 002. The latest loaded filing year is 2023. The filing reports 458 participants and $22,645,984 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.6MPlan net assets, end of year$22,645,984

Participants458Covered participants reported

Assets / participant$49.4KComputed: assets ÷ participants$49,445 (computed)

Provider compensation$16.7K1 Schedule C provider row(s)$16,652

Plan sponsor: Cozen Oconnor
EIN: 23-1732832
Plan number: 002
Plan type: 2
Location: Philadelphia, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	458	H, C	20241014092929NAL0014702467001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22.6M total assets

Net assets$22.6MLiabilities$0

Money in vs. money out

Total income / additions$8M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

EmployerNot reported

Participant$3.9M

Full reported line items

Net assets

Total assets (EOY): $22,645,984
Total liabilities (EOY): $0
Net assets (EOY): $22,645,984
Net assets (BOY): $16,834,335

Income & contributions

Participant contributions: $3,895,959
Total contributions: $4,334,165
Total income / additions: $8,011,946

Expenses & distributions

Benefits paid: $1,123,822
Administrative expenses: $17,724
Total expenses: $1,141,546
Net increase / (decrease): $6,870,400

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
T Rowe Price Rps Inc	RECORDKEEPER	$16,652	$0	2023