Cozen O'Connor Cash Balance Plan A — Form 5500 plan (Cozen O'Connor)
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 O'Connor Cash Balance Plan A is a benefit plan reported by Cozen O'Connor under EIN 23-1732832 and plan number 003. The latest loaded filing year is 2023. The filing reports 193 participants and $15,622,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cozen O'Connor
- EIN
- 23-1732832
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $15,622,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H | 20241014091647NAL0045437312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,622,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,622,862
- Net assets (BOY)
- $13,729,548
Income & contributions
- Employer contributions
- $7,301,926
- Total contributions
- $7,301,926
- Total income / additions
- $7,828,983
Expenses & distributions
- Benefits paid
- $5,935,669
- Administrative expenses
- $0
- Total expenses
- $5,935,669
- Net increase / (decrease)
- $1,893,314
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.