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 Cash Balance Plan is a benefit plan reported by Cohen Sequoia Enterprises, Ltd under EIN 26-4094604 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $7,473,379 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,473,379
- Net assets (EOY)
- $7,473,379
- Net assets (BOY)
- $12,007,956
Income & contributions
- Employer contributions
- $2,417,020
- Total contributions
- $2,417,020
- Total income / additions
- $3,059,907
Expenses & distributions
- Benefits paid
- $7,556,178
- Administrative expenses
- $38,306
- Total expenses
- $7,594,484
- Net increase / (decrease)
- -$4,534,577