2023 Form 5500 filing — Coakley & Williams Construction LLC
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920084213NAL0002860195001) for Coakley & Williams Construction LLC, reported by Coakley & Williams Construction LLC under EIN 83-3317753 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920084213NAL0002860195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coakley & Williams Construction LLC
- EIN
- 83-3317753
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,089,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,089,652
- Employer contributions
- $440,920
- Participant contributions
- $1,507,683
- Total income / additions
- $5,900,102
- Benefits paid
- $4,870,933
- Administrative expenses
- $59,933
- Total expenses
- $4,930,866
- Net increase / (decrease)
- $969,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $32,000 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,933 | $0 |