Coakley & Williams Construction LLC — Form 5500 plan (Coakley & Williams Construction LLC)
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, Coakley & Williams Construction LLC is a benefit plan reported by Coakley & Williams Construction LLC under EIN 83-3317753 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $22,089,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coakley & Williams Construction LLC
- EIN
- 83-3317753
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $22,089,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240920084213NAL0002860195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,089,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,089,652
- Net assets (BOY)
- $21,120,416
Income & contributions
- Employer contributions
- $440,920
- Participant contributions
- $1,507,683
- Total contributions
- $2,015,241
- Total income / additions
- $5,900,102
Expenses & distributions
- Benefits paid
- $4,870,933
- Administrative expenses
- $59,933
- Total expenses
- $4,930,866
- Net increase / (decrease)
- $969,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $32,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,933 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coakley & Williams Construction LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Kestra Investment Services LLC — Schedule C compensation
- Baker Tilly Virchow Krause — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation