Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan — Form 5500 plan (Cohen Ventures, Inc Dba Energy Solutions)
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 Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan is a benefit plan reported by Cohen Ventures, Inc Dba Energy Solutions under EIN 94-3374199 and plan number 003. The latest loaded filing year is 2023. The filing reports 375 participants and $48,840,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cohen Ventures, Inc Dba Energy Solutions
- EIN
- 94-3374199
- Plan number
- 003
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $48,840,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H | 20250213162544NAL0022497937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,840,087
- Total liabilities (EOY)
- $2,290,756
- Net assets (EOY)
- $46,549,331
- Net assets (BOY)
- $30,703,327
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $16,394,486
Expenses & distributions
- Benefits paid
- $494,142
- Administrative expenses
- $4,117
- Total expenses
- $548,482
- Net increase / (decrease)
- $15,846,004
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.