2023 Form 5500 filing — Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership 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 20250213162544NAL0022497937001) for Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan, reported by Cohen Ventures, Inc Dba Energy Solutions under EIN 94-3374199 and plan number 003. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250213162544NAL0022497937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cohen Ventures, Inc Dba Energy Solutions
- EIN
- 94-3374199
- Plan number
- 003
- Location
- Oakland, CA
- Participants
- 375
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,840,087
- Total liabilities (EOY)
- $2,290,756
- Net assets (EOY)
- $46,549,331
- Employer contributions
- $0
- Total income / additions
- $16,394,486
- Benefits paid
- $494,142
- Administrative expenses
- $4,117
- Total expenses
- $548,482
- Net increase / (decrease)
- $15,846,004
- Schedule source
- Schedule H