Plan5500

Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan — Form 5500 plan (Cohen Milstein Sellers & Toll, Pllc)

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 Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan is a benefit plan reported by Cohen Milstein Sellers & Toll, Pllc under EIN 52-1465235 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $81,454,202 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$81.5MPlan net assets, end of year$81,454,202
Participants257Covered participants reported
Assets / participant$316.9KComputed: assets ÷ participants$316,942 (computed)
Provider compensation$68.3K2 Schedule C provider row(s)$68,332
Plan sponsor
Cohen Milstein Sellers & Toll, Pllc
EIN
52-1465235
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    257 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$81.5M total assets
Net assets$81.5MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$2.5M
Participant$2.9M
Full reported line items

Net assets

Total assets (EOY)
$81,454,202
Total liabilities (EOY)
$0
Net assets (EOY)
$81,454,202
Net assets (BOY)
$66,564,784

Income & contributions

Employer contributions
$2,477,039
Participant contributions
$2,913,787
Total contributions
$5,531,992
Total income / additions
$16,935,970

Expenses & distributions

Benefits paid
$1,978,970
Administrative expenses
$67,582
Total expenses
$2,046,552
Net increase / (decrease)
$14,889,418
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Capfinancial Partners LLC$45K
    NONE · Direct $45K
  2. 2
    The Vanguard Group, Inc.$23.3K
    NONE · Direct $23.3K · Indirect $0

Related Form 5500 pages