Cohen & Company, Ltd. Profit Sharing/401(K) Plan — Form 5500 plan (Cohen Sequoia Enterprises, Ltd.)
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, Cohen & Company, Ltd. Profit Sharing/401(K) Plan is a benefit plan reported by Cohen Sequoia Enterprises, Ltd. under EIN 26-4094604 and plan number 001. The latest loaded filing year is 2023. The filing reports 905 participants and $61,058,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cohen Sequoia Enterprises, Ltd.
- EIN
- 26-4094604
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 905
- End-of-year plan assets
- $61,058,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 905 | H, C | 20241014161252NAL0045259936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,058,233
- Net assets (EOY)
- $61,058,233
- Net assets (BOY)
- $49,109,946
Income & contributions
- Employer contributions
- $1,553,717
- Participant contributions
- $5,940,291
- Total contributions
- $9,212,010
- Total income / additions
- $18,212,350
Expenses & distributions
- Benefits paid
- $4,601,785
- Administrative expenses
- $25,476
- Total expenses
- $4,627,261
- Net increase / (decrease)
- $13,585,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $16,593 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Servi | NONE | $8,381 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cohen Sequoia Enterprises, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Cbiz Investment Advisory Servi — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation