2023 Form 5500 filing — Cozen Oconnor Profit Sharing Plan B

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 20241014093124NAL0013064323001) for Cozen Oconnor Profit Sharing Plan B, reported by Cozen Oconnor under EIN 23-1732832 and plan number 005. It reports 829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.7MReported net assets$27,671,348
Participants829
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014093124NAL0013064323001
Plan sponsor
Cozen Oconnor
EIN
23-1732832
Plan number
005
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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
Total assets (EOY)
$27,671,348
Total liabilities (EOY)
$0
Net assets (EOY)
$27,671,348
Employer contributions
$10,043,919
Total income / additions
$11,747,231
Benefits paid
$648,578
Administrative expenses
$2,030
Total expenses
$650,608
Net increase / (decrease)
$11,096,623

Related Form 5500 pages