Cozen O'Connor Cash Balance Plan B — Form 5500 plan (Cozen O'Connor)
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 O'Connor Cash Balance Plan B is a benefit plan reported by Cozen O'Connor under EIN 23-1732832 and plan number 004. The latest loaded filing year is 2023. The filing reports 193 participants and $15,623,209 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.6MPlan net assets, end of year$15,623,209
Participants193Covered participants reported
Assets / participant$80.9KComputed: assets ÷ participants$80,949 (computed)
Provider compensationNone reported
- Plan sponsor
- Cozen O'Connor
- EIN
- 23-1732832
- Plan number
- 004
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H | 20241014091822NAL0045441344001 |
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,623,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,623,209
- Net assets (BOY)
- $13,730,037
Income & contributions
- Employer contributions
- $7,301,926
- Total contributions
- $7,301,926
- Total income / additions
- $7,829,009
Expenses & distributions
- Benefits paid
- $5,935,837
- Administrative expenses
- $0
- Total expenses
- $5,935,837
- Net increase / (decrease)
- $1,893,172
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.