C. J. Coakley Co., Inc. 401(K) & Davis Bacon Plan — Form 5500 plan (C. J. Coakley Co., Inc.)
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, C. J. Coakley Co., Inc. 401(K) & Davis Bacon Plan is a benefit plan reported by C. J. Coakley Co., Inc. under EIN 54-0804860 and plan number 005. The latest loaded filing year is 2023. The filing reports 624 participants and $24,363,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. J. Coakley Co., Inc.
- EIN
- 54-0804860
- Plan number
- 005
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $24,363,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241015155729NAL0016815971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,363,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,363,064
- Net assets (BOY)
- $22,336,415
Income & contributions
- Employer contributions
- $605,352
- Participant contributions
- $633,681
- Total contributions
- $1,239,033
- Total income / additions
- $4,342,668
Expenses & distributions
- Benefits paid
- $2,057,018
- Administrative expenses
- $199,273
- Total expenses
- $2,316,019
- Net increase / (decrease)
- $2,026,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services | CONTRACT ADMINISTRATOR | $62,951 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISOR | $42,681 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $40,284 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $36,462 | $0 | 2023 |
| Yount, Hyde & Barbour | AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C. J. Coakley Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Cbiz Investment Advisory Services, — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Yount, Hyde & Barbour — Schedule C compensation