Retirement plan

COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN

Name: COX, CASTLE & NICHOLSON LLP - COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN (2020) Form 5500
Creator: COX, CASTLE & NICHOLSON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN, COX, CASTLE & NICHOLSON LLP

COX, CASTLE & NICHOLSON LLPEIN 95-2547124Plan #004PY 2020

2029 CENTURY PARK EAST, SUITE 2100 - LOS ANGELES, CA 900673007310-284-2200coxcastle.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#003Retirement-$184.6M assets #005Retirement-$7.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.1M

-18.1% from 2016

Total participants

-1.3% from 2016

Average account balance

No prior year

Annual return

6.34%

-10.03 pp from 2016

Benchmarks

See 16 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants25-99

Cohort16 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$76K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1B1C1F2H3B3H

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1F
Section 414(k) arrangement
Benefits are based partly on the balance of the separate account of the participant. Must also include appropriate defined contribution pension feature codes.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2.4M

$31503 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.366%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,864-100.0%

$382,887-100.0%

$37,864-100.0%

Participation rate

0.0%

68.6%-68.6pp

100.0%-100.0pp

68.6%-68.6pp

Annual return

6.34%

10.04%-3.7pp

10.49%-4.2pp

10.04%-3.7pp

Employer contribution / active EE

$82,951

$16,070+416.2%

$29,204+184.0%

$16,070+416.2%

Participant deferral / active EE

$1,817-100.0%

$15,702-100.0%

$1,817-100.0%

Admin fee / account holder

$2,256-100.0%

$2,613-100.0%

$2,256-100.0%

COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion