Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan — Form 5500 plan (Thompson, Coe, Cousins & Irons, L.L.P.)
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, Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan is a benefit plan reported by Thompson, Coe, Cousins & Irons, L.L.P. under EIN 75-0889070 and plan number 002. The latest loaded filing year is 2023. The filing reports 503 participants and $77,494,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson, Coe, Cousins & Irons, L.L.P.
- EIN
- 75-0889070
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $77,494,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20241015130545NAL0014685667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,494,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,494,703
- Net assets (BOY)
- $61,460,761
Income & contributions
- Employer contributions
- $2,350,287
- Participant contributions
- $4,332,958
- Total contributions
- $11,782,558
- Total income / additions
- $22,563,764
Expenses & distributions
- Benefits paid
- $6,373,197
- Administrative expenses
- $74,546
- Total expenses
- $6,529,822
- Net increase / (decrease)
- $16,033,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,853 | $0 | 2023 |
| Raymond James Financial Services | ADVISOR | $28,889 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | ADVISOR | $23,214 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $16,768 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thompson, Coe, Cousins & Irons, L.L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Fidelity Investments Institutional — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation