Cox, Castle & Nicholson Llp Retirement Plan — Form 5500 plan (Cox, Castle & Nicholson Llp)
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, Cox, Castle & Nicholson Llp Retirement Plan is a benefit plan reported by Cox, Castle & Nicholson Llp under EIN 95-2547124 and plan number 003. The latest loaded filing year is 2023. The filing reports 243 participants and $236,310,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cox, Castle & Nicholson Llp
- EIN
- 95-2547124
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $236,310,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015122932NAL0016387107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,310,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,310,014
- Net assets (BOY)
- $186,757,837
Income & contributions
- Employer contributions
- $4,520,977
- Participant contributions
- $2,882,104
- Total contributions
- $25,503,140
- Total income / additions
- $58,914,632
Expenses & distributions
- Benefits paid
- $9,086,425
- Administrative expenses
- $386,927
- Total expenses
- $9,473,352
- Net increase / (decrease)
- $49,441,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North Pier Fiduciary Management LLC | NONE | $262,284 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $88,787 | $0 | 2023 |
| Pdv Financial Management | NONE | $68,218 | not reported in the loaded dataset | 2023 |
| Bailard, Inc. | NONE | $38,994 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $38,617 | not reported in the loaded dataset | 2023 |
| Checchi Capital Advisors, LLC | NONE | $35,403 | not reported in the loaded dataset | 2023 |
| Baker Ellis Asset Mgmt LLC | NONE | $18,200 | not reported in the loaded dataset | 2023 |
| Alliance Sandford Bernstein | NONE | $17,118 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Advs Group | NONE | $17,090 | not reported in the loaded dataset | 2023 |
| Mscs Financial | NONE | $11,128 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $7,259 | not reported in the loaded dataset | 2023 |
| Mariner Independent Advisor | NONE | $5,880 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,560 | $0 | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cox, Castle & Nicholson Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- North Pier Fiduciary Management LLC — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Pdv Financial Management — Schedule C compensation
- Bailard, Inc. — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Checchi Capital Advisors, LLC — Schedule C compensation
- Baker Ellis Asset Mgmt LLC — Schedule C compensation
- Alliance Sandford Bernstein — Schedule C compensation
- Strategic Wealth Advs Group — Schedule C compensation
- Mscs Financial — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Mariner Independent Advisor — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation