2023 Form 5500 filing — Cohen Holdings, Inc. Profit Sharing 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014112219NAL0013194691001) for Cohen Holdings, Inc. Profit Sharing 401(K) Plan And Trust, reported by Cohen Holdings, Inc. under EIN 61-1649510 and plan number 002. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112219NAL0013194691001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cohen Holdings, Inc.
- EIN
- 61-1649510
- Plan number
- 002
- Location
- Middletown, OH
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,618,685
- Total liabilities (EOY)
- $32,358
- Net assets (EOY)
- $18,586,327
- Employer contributions
- $178,135
- Participant contributions
- $868,909
- Total income / additions
- $3,632,502
- Benefits paid
- $2,343,675
- Administrative expenses
- $70,989
- Total expenses
- $2,414,664
- Net increase / (decrease)
- $1,217,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Corporation Of America | NONE | $36,648 | not reported in the loaded dataset |
| Pca Investment Advisory Services | NONE | $34,341 | not reported in the loaded dataset |