Cozen Oconnor Associates 401(K) Plan And Trust — Form 5500 plan (Cozen Oconnor)
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, Cozen Oconnor Associates 401(K) Plan And Trust is a benefit plan reported by Cozen Oconnor under EIN 23-1732832 and plan number 002. The latest loaded filing year is 2023. The filing reports 458 participants and $22,645,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cozen Oconnor
- EIN
- 23-1732832
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $22,645,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20241014092929NAL0014702467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,645,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,645,984
- Net assets (BOY)
- $16,834,335
Income & contributions
- Participant contributions
- $3,895,959
- Total contributions
- $4,334,165
- Total income / additions
- $8,011,946
Expenses & distributions
- Benefits paid
- $1,123,822
- Administrative expenses
- $17,724
- Total expenses
- $1,141,546
- Net increase / (decrease)
- $6,870,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | RECORDKEEPER | $16,652 | $0 | 2023 |