Coesia North America 401(K) Retirement Savings Plan — Form 5500 plan (R.A Jones & Co.)

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, Coesia North America 401(K) Retirement Savings Plan is a benefit plan reported by R.A Jones & Co. under EIN 46-1783155 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,119 participants and $191,293,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.A Jones & Co.
EIN
46-1783155
Plan number
004
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
1,119
End-of-year plan assets
$191,293,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,119H, C20241011073748NAL0012260979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$191,293,517
Total liabilities (EOY)
$0
Net assets (EOY)
$191,293,517
Net assets (BOY)
$169,034,946

Income & contributions

Employer contributions
$4,198,319
Participant contributions
$6,735,083
Total contributions
$11,757,858
Total income / additions
$40,274,036

Expenses & distributions

Benefits paid
$17,819,237
Administrative expenses
$196,228
Total expenses
$18,015,465
Net increase / (decrease)
$22,258,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Corporation Of AmericaNONE$134,483$59,4622023
Pca Investment Advisory ServicesNONE$61,745not reported in the loaded dataset2023

Related Form 5500 pages