2023 Form 5500 filing — Cozen Oconnor Profit Sharing Plan A
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 20241014093033NAL0026912673001) for Cozen Oconnor Profit Sharing Plan A, reported by Cozen Oconnor under EIN 23-1732832 and plan number 001. It reports 1,802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093033NAL0026912673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cozen Oconnor
- EIN
- 23-1732832
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $666,932,555
- Total liabilities (EOY)
- $4,573,734
- Net assets (EOY)
- $662,358,821
- Employer contributions
- $9,496,200
- Participant contributions
- $18,780,099
- Total income / additions
- $134,430,320
- Benefits paid
- $30,949,493
- Administrative expenses
- $319,200
- Total expenses
- $31,268,693
- Net increase / (decrease)
- $103,161,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | CONSULTANT | $125,000 | not reported in the loaded dataset |
| T Rowe Price Rps Inc. | RECORDKEEPER | $98,134 | $0 |
| Cbiz Investment Advisory Svcs Inc. | CONSULTANT | $56,650 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $37,275 | not reported in the loaded dataset |