Search public Form 5500 filings

Plans

• planCohen & Company, Ltd. Profit Sharing/401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: Cohen Sequoia Enterprises, Ltd.EIN: 26-4094604Plan: 001Participants: 905Assets: $61,058,233Location: Cleveland, OHLatest: 2023
• planCohen & Company 401(K) Psp & Trust (Carve-Out)Financial statementProvider compensation2023 filing
  Sponsor: Cohen Sequoia Enterprises Ltd.EIN: 26-4094604Plan: 003Participants: 359Assets: $51,436,634Location: Cleveland, OHLatest: 2023
• planCohen & Company Cash Balance PlanFinancial statementProvider compensation2023 filing
  Sponsor: Cohen Sequoia Enterprises, LtdEIN: 26-4094604Plan: 002Participants: 325Assets: $7,473,379Location: Cleveland, OHLatest: 2023