Cozen Oconnor Profit Sharing Plan B — 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 B is a benefit plan reported by Cozen Oconnor under EIN 23-1732832 and plan number 005. The latest loaded filing year is 2023. The filing reports 829 participants and $27,671,348 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.7MPlan net assets, end of year$27,671,348
Participants829Covered participants reported
Assets / participant$33.4KComputed: assets ÷ participants$33,379 (computed)
Provider compensationNone reported
Plan sponsor
Cozen Oconnor
EIN
23-1732832
Plan number
005
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023829H20241014093124NAL0013064323001
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)$27.7M total assets
Net assets$27.7MLiabilities$0
Money in vs. money out
Total income / additions$11.7M
Total expenses$650.6K
Benefits paid / distributions$648.6K
Contributions
Employer$10M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$27,671,348
Total liabilities (EOY)
$0
Net assets (EOY)
$27,671,348
Net assets (BOY)
$16,574,725

Income & contributions

Employer contributions
$10,043,919
Total contributions
$10,043,919
Total income / additions
$11,747,231

Expenses & distributions

Benefits paid
$648,578
Administrative expenses
$2,030
Total expenses
$650,608
Net increase / (decrease)
$11,096,623
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages