2023 Form 5500 filing — Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan
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 20241014130318NAL0014965011001) for Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan, reported by Cohen Milstein Sellers & Toll, Pllc under EIN 52-1465235 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$81.5MReported net assets$81,454,202
Participants257
Provider compensation$68.3K2 Schedule C row(s)$68,332
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014130318NAL0014965011001
- Plan sponsor
- Cohen Milstein Sellers & Toll, Pllc
- EIN
- 52-1465235
- Plan number
- 002
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$81.5M total assets
Net assets$81.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $81,454,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,454,202
- Employer contributions
- $2,477,039
- Participant contributions
- $2,913,787
- Total income / additions
- $16,935,970
- Benefits paid
- $1,978,970
- Administrative expenses
- $67,582
- Total expenses
- $2,046,552
- Net increase / (decrease)
- $14,889,418
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2