Plan5500

Cohen Holdings, Inc. Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Cohen Holdings, Inc.)

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 Holdings, Inc. Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Cohen Holdings, Inc. under EIN 61-1649510 and plan number 002. The latest loaded filing year is 2023. The filing reports 412 participants and $18,618,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cohen Holdings, Inc.
EIN
61-1649510
Plan number
002
Plan type
3
Location
Middletown, OH
Latest filing year
2023
Participants
412
End-of-year plan assets
$18,618,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023412H, C20241014112219NAL0013194691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,618,685
Total liabilities (EOY)
$32,358
Net assets (EOY)
$18,586,327
Net assets (BOY)
$17,368,489

Income & contributions

Employer contributions
$178,135
Participant contributions
$868,909
Total contributions
$1,062,553
Total income / additions
$3,632,502

Expenses & distributions

Benefits paid
$2,343,675
Administrative expenses
$70,989
Total expenses
$2,414,664
Net increase / (decrease)
$1,217,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Corporation Of AmericaNONE$36,648not reported in the loaded dataset2023
Pca Investment Advisory ServicesNONE$34,341not reported in the loaded dataset2023

Related Form 5500 pages