Cooley Llp Salary Deferral And Profit Sharing Plan — Form 5500 plan (Cooley Llp)
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, Cooley Llp Salary Deferral And Profit Sharing Plan is a benefit plan reported by Cooley Llp under EIN 94-1140085 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,013 participants and $1,157,560,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooley Llp
- EIN
- 94-1140085
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 4,013
- End-of-year plan assets
- $1,157,560,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,013 | H, C | 20241014165255NAL0046883376004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,157,560,729
- Net assets (EOY)
- $1,157,560,729
- Net assets (BOY)
- $979,219,634
Income & contributions
- Employer contributions
- $30,467,783
- Participant contributions
- $43,518,658
- Total contributions
- $80,029,299
- Total income / additions
- $250,837,710
Expenses & distributions
- Benefits paid
- $71,862,261
- Administrative expenses
- $612,394
- Total expenses
- $72,496,615
- Net increase / (decrease)
- $178,341,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $242,605 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $66,801 | not reported in the loaded dataset | 2023 |
| First Republic Investment Mana | NONE | $40,426 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $36,240 | not reported in the loaded dataset | 2023 |
| Cooper Capital Group | NONE | $30,682 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $28,284 | $0 | 2023 |
| Cerity Partners LLC | NONE | $27,315 | not reported in the loaded dataset | 2023 |
| Sentinel Wealth Management Inc. | NONE | $24,010 | not reported in the loaded dataset | 2023 |
| Evergreen Capital Management L | NONE | $22,661 | not reported in the loaded dataset | 2023 |
| Roberts Wealth Advisors LLC | NONE | $20,554 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $20,187 | not reported in the loaded dataset | 2023 |
| Dearborn Partners LLC | NONE | $16,818 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $14,416 | not reported in the loaded dataset | 2023 |
| Mariner Platform Solutions LLC | NONE | $10,373 | not reported in the loaded dataset | 2023 |
| Private Ocean | NONE | $10,311 | not reported in the loaded dataset | 2023 |
| Pillar Wealth Management Co | NONE | $8,448 | not reported in the loaded dataset | 2023 |
| Holdfast Wealth Management LLC | NONE | $6,603 | not reported in the loaded dataset | 2023 |
| Gemmer Asset Management LLC | NONE | $6,372 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooley Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- First Republic Investment Mana — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Cooper Capital Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Sentinel Wealth Management Inc. — Schedule C compensation
- Evergreen Capital Management L — Schedule C compensation
- Roberts Wealth Advisors LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Dearborn Partners LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Mariner Platform Solutions LLC — Schedule C compensation
- Private Ocean — Schedule C compensation
- Pillar Wealth Management Co — Schedule C compensation
- Holdfast Wealth Management LLC — Schedule C compensation
- Gemmer Asset Management LLC — Schedule C compensation