Cohen & Associates LLC
Plan context: Cohen & Associates LLC Salary Deferral Plan
EIN 06-1530177 • Westport, CT • 27 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$3,876,433
2025 Contributions
$191,328
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $3,876,433 | $191,328 | $31,888iApproximate average salary by contribution assumption: employee only about $797,200 at 4% or $531,467 at 6%; with 50% employer match about $531,467 at 4% or $354,311 at 6%; with 100% employer match about $398,600 at 4% or $265,733 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $3,876,433 | $191,328 | $31,888iApproximate average salary by contribution assumption: employee only about $797,200 at 4% or $531,467 at 6%; with 50% employer match about $531,467 at 4% or $354,311 at 6%; with 100% employer match about $398,600 at 4% or $265,733 at 6%. |
| 2024 | 1 | 6 | $3,437,694 | $159,822 | $26,637iApproximate average salary by contribution assumption: employee only about $665,925 at 4% or $443,950 at 6%; with 50% employer match about $443,950 at 4% or $295,967 at 6%; with 100% employer match about $332,963 at 4% or $221,975 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $3,437,694 | $159,822 | $26,637iApproximate average salary by contribution assumption: employee only about $665,925 at 4% or $443,950 at 6%; with 50% employer match about $443,950 at 4% or $295,967 at 6%; with 100% employer match about $332,963 at 4% or $221,975 at 6%. |
| 2023 | 1 | 6 | $3,057,064 | $155,132 | $25,855iApproximate average salary by contribution assumption: employee only about $646,383 at 4% or $430,922 at 6%; with 50% employer match about $430,922 at 4% or $287,281 at 6%; with 100% employer match about $323,192 at 4% or $215,461 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $3,057,064 | $155,132 | $25,855iApproximate average salary by contribution assumption: employee only about $646,383 at 4% or $430,922 at 6%; with 50% employer match about $430,922 at 4% or $287,281 at 6%; with 100% employer match about $323,192 at 4% or $215,461 at 6%. |
| 2022 | 1 | 6 | $2,668,669 | $143,947 | $23,991iApproximate average salary by contribution assumption: employee only about $599,779 at 4% or $399,853 at 6%; with 50% employer match about $399,853 at 4% or $266,569 at 6%; with 100% employer match about $299,890 at 4% or $199,926 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $2,668,669 | $143,947 | $23,991iApproximate average salary by contribution assumption: employee only about $599,779 at 4% or $399,853 at 6%; with 50% employer match about $399,853 at 4% or $266,569 at 6%; with 100% employer match about $299,890 at 4% or $199,926 at 6%. |
| 2021 | 1 | 6 | $2,662,864 | $141,065 | $23,511iApproximate average salary by contribution assumption: employee only about $587,771 at 4% or $391,847 at 6%; with 50% employer match about $391,847 at 4% or $261,231 at 6%; with 100% employer match about $293,885 at 4% or $195,924 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $2,662,864 | $141,065 | $23,511iApproximate average salary by contribution assumption: employee only about $587,771 at 4% or $391,847 at 6%; with 50% employer match about $391,847 at 4% or $261,231 at 6%; with 100% employer match about $293,885 at 4% or $195,924 at 6%. |
| 2020 | 1 | 6 | $2,335,028 | $131,872 | $21,979iApproximate average salary by contribution assumption: employee only about $549,467 at 4% or $366,311 at 6%; with 50% employer match about $366,311 at 4% or $244,207 at 6%; with 100% employer match about $274,733 at 4% or $183,156 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $2,335,028 | $131,872 | $21,979iApproximate average salary by contribution assumption: employee only about $549,467 at 4% or $366,311 at 6%; with 50% employer match about $366,311 at 4% or $244,207 at 6%; with 100% employer match about $274,733 at 4% or $183,156 at 6%. |
| 2019 | 1 | 6 | $2,226,623 | $128,902 | $21,484iApproximate average salary by contribution assumption: employee only about $537,092 at 4% or $358,061 at 6%; with 50% employer match about $358,061 at 4% or $238,707 at 6%; with 100% employer match about $268,546 at 4% or $179,031 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $2,226,623 | $128,902 | $21,484iApproximate average salary by contribution assumption: employee only about $537,092 at 4% or $358,061 at 6%; with 50% employer match about $358,061 at 4% or $238,707 at 6%; with 100% employer match about $268,546 at 4% or $179,031 at 6%. |
| 2018 | 1 | 6 | $1,839,367 | $123,361 | $20,560iApproximate average salary by contribution assumption: employee only about $514,004 at 4% or $342,669 at 6%; with 50% employer match about $342,669 at 4% or $228,446 at 6%; with 100% employer match about $257,002 at 4% or $171,335 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $1,839,367 | $123,361 | $20,560iApproximate average salary by contribution assumption: employee only about $514,004 at 4% or $342,669 at 6%; with 50% employer match about $342,669 at 4% or $228,446 at 6%; with 100% employer match about $257,002 at 4% or $171,335 at 6%. |
| 2017 | 1 | 6 | $1,758,003 | $123,294 | $20,549iApproximate average salary by contribution assumption: employee only about $513,725 at 4% or $342,483 at 6%; with 50% employer match about $342,483 at 4% or $228,322 at 6%; with 100% employer match about $256,863 at 4% or $171,242 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $1,758,003 | $123,294 | $20,549iApproximate average salary by contribution assumption: employee only about $513,725 at 4% or $342,483 at 6%; with 50% employer match about $342,483 at 4% or $228,322 at 6%; with 100% employer match about $256,863 at 4% or $171,242 at 6%. |
| 2016 | 1 | 7 | $1,726,127 | $120,528 | $17,218iApproximate average salary by contribution assumption: employee only about $430,457 at 4% or $286,971 at 6%; with 50% employer match about $286,971 at 4% or $191,314 at 6%; with 100% employer match about $215,229 at 4% or $143,486 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $1,726,127 | $120,528 | $17,218iApproximate average salary by contribution assumption: employee only about $430,457 at 4% or $286,971 at 6%; with 50% employer match about $286,971 at 4% or $191,314 at 6%; with 100% employer match about $215,229 at 4% or $143,486 at 6%. |
| 2015 | 1 | 8 | $1,517,796 | $106,456 | $13,307iApproximate average salary by contribution assumption: employee only about $332,675 at 4% or $221,783 at 6%; with 50% employer match about $221,783 at 4% or $147,856 at 6%; with 100% employer match about $166,338 at 4% or $110,892 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 8 | $1,517,796 | $106,456 | $13,307iApproximate average salary by contribution assumption: employee only about $332,675 at 4% or $221,783 at 6%; with 50% employer match about $221,783 at 4% or $147,856 at 6%; with 100% employer match about $166,338 at 4% or $110,892 at 6%. |
| 2014 | 1 | 7 | $1,396,213 | $107,169 | $15,310iApproximate average salary by contribution assumption: employee only about $382,746 at 4% or $255,164 at 6%; with 50% employer match about $255,164 at 4% or $170,110 at 6%; with 100% employer match about $191,373 at 4% or $127,582 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $1,396,213 | $107,169 | $15,310iApproximate average salary by contribution assumption: employee only about $382,746 at 4% or $255,164 at 6%; with 50% employer match about $255,164 at 4% or $170,110 at 6%; with 100% employer match about $191,373 at 4% or $127,582 at 6%. |
| 2013 | 1 | 7 | $1,245,507 | $105,417 | $15,060iApproximate average salary by contribution assumption: employee only about $376,489 at 4% or $250,993 at 6%; with 50% employer match about $250,993 at 4% or $167,329 at 6%; with 100% employer match about $188,245 at 4% or $125,496 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $1,245,507 | $105,417 | $15,060iApproximate average salary by contribution assumption: employee only about $376,489 at 4% or $250,993 at 6%; with 50% employer match about $250,993 at 4% or $167,329 at 6%; with 100% employer match about $188,245 at 4% or $125,496 at 6%. |
| 2012 | 1 | 7 | $975,575 | $107,119 | $15,303iApproximate average salary by contribution assumption: employee only about $382,568 at 4% or $255,045 at 6%; with 50% employer match about $255,045 at 4% or $170,030 at 6%; with 100% employer match about $191,284 at 4% or $127,523 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $975,575 | $107,119 | $15,303iApproximate average salary by contribution assumption: employee only about $382,568 at 4% or $255,045 at 6%; with 50% employer match about $255,045 at 4% or $170,030 at 6%; with 100% employer match about $191,284 at 4% or $127,523 at 6%. |
| 2011 | 1 | 7 | $795,409 | $101,346 | $14,478iApproximate average salary by contribution assumption: employee only about $361,950 at 4% or $241,300 at 6%; with 50% employer match about $241,300 at 4% or $160,867 at 6%; with 100% employer match about $180,975 at 4% or $120,650 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $795,409 | $101,346 | $14,478iApproximate average salary by contribution assumption: employee only about $361,950 at 4% or $241,300 at 6%; with 50% employer match about $241,300 at 4% or $160,867 at 6%; with 100% employer match about $180,975 at 4% or $120,650 at 6%. |
| 2010 | 1 | 8 | $760,639 | $148,978 | $18,622iApproximate average salary by contribution assumption: employee only about $465,556 at 4% or $310,371 at 6%; with 50% employer match about $310,371 at 4% or $206,914 at 6%; with 100% employer match about $232,778 at 4% or $155,185 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 8 | $760,639 | $148,978 | $18,622iApproximate average salary by contribution assumption: employee only about $465,556 at 4% or $310,371 at 6%; with 50% employer match about $310,371 at 4% or $206,914 at 6%; with 100% employer match about $232,778 at 4% or $155,185 at 6%. |
| 2009 | 1 | 8 | $919,321 | $90,188 | $11,274iApproximate average salary by contribution assumption: employee only about $281,838 at 4% or $187,892 at 6%; with 50% employer match about $187,892 at 4% or $125,261 at 6%; with 100% employer match about $140,919 at 4% or $93,946 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 8 | $919,321 | $90,188 | $11,274iApproximate average salary by contribution assumption: employee only about $281,838 at 4% or $187,892 at 6%; with 50% employer match about $187,892 at 4% or $125,261 at 6%; with 100% employer match about $140,919 at 4% or $93,946 at 6%. |
| 2008 | 1 | 5 | $736,664 | $96,979 | $19,396iApproximate average salary by contribution assumption: employee only about $484,895 at 4% or $323,263 at 6%; with 50% employer match about $323,263 at 4% or $215,509 at 6%; with 100% employer match about $242,448 at 4% or $161,632 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 5 | $736,664 | $96,979 | $19,396iApproximate average salary by contribution assumption: employee only about $484,895 at 4% or $323,263 at 6%; with 50% employer match about $323,263 at 4% or $215,509 at 6%; with 100% employer match about $242,448 at 4% or $161,632 at 6%. |
| 2007 | 1 | 7 | $849,062 | $318,877 | $45,554iApproximate average salary by contribution assumption: employee only about $1,138,846 at 4% or $759,231 at 6%; with 50% employer match about $759,231 at 4% or $506,154 at 6%; with 100% employer match about $569,423 at 4% or $379,615 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $849,062 | $318,877 | $45,554iApproximate average salary by contribution assumption: employee only about $1,138,846 at 4% or $759,231 at 6%; with 50% employer match about $759,231 at 4% or $506,154 at 6%; with 100% employer match about $569,423 at 4% or $379,615 at 6%. |
| 2006 | 1 | 7 | $483,247 | $47,005 | $6,715iApproximate average salary by contribution assumption: employee only about $167,875 at 4% or $111,917 at 6%; with 50% employer match about $111,917 at 4% or $74,611 at 6%; with 100% employer match about $83,938 at 4% or $55,958 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $483,247 | $47,005 | $6,715iApproximate average salary by contribution assumption: employee only about $167,875 at 4% or $111,917 at 6%; with 50% employer match about $111,917 at 4% or $74,611 at 6%; with 100% employer match about $83,938 at 4% or $55,958 at 6%. |
| 2005 | 1 | 7 | $402,549 | $44,143 | $6,306iApproximate average salary by contribution assumption: employee only about $157,654 at 4% or $105,102 at 6%; with 50% employer match about $105,102 at 4% or $70,068 at 6%; with 100% employer match about $78,827 at 4% or $52,551 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $402,549 | $44,143 | $6,306iApproximate average salary by contribution assumption: employee only about $157,654 at 4% or $105,102 at 6%; with 50% employer match about $105,102 at 4% or $70,068 at 6%; with 100% employer match about $78,827 at 4% or $52,551 at 6%. |
| 2004 | 1 | 7 | $337,402 | $43,042 | $6,149iApproximate average salary by contribution assumption: employee only about $153,721 at 4% or $102,481 at 6%; with 50% employer match about $102,481 at 4% or $68,321 at 6%; with 100% employer match about $76,861 at 4% or $51,240 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 7 | $337,402 | $43,042 | $6,149iApproximate average salary by contribution assumption: employee only about $153,721 at 4% or $102,481 at 6%; with 50% employer match about $102,481 at 4% or $68,321 at 6%; with 100% employer match about $76,861 at 4% or $51,240 at 6%. |
| 2003 | 1 | 8 | $279,472 | $42,623 | $5,328iApproximate average salary by contribution assumption: employee only about $133,197 at 4% or $88,798 at 6%; with 50% employer match about $88,798 at 4% or $59,199 at 6%; with 100% employer match about $66,598 at 4% or $44,399 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 8 | $279,472 | $42,623 | $5,328iApproximate average salary by contribution assumption: employee only about $133,197 at 4% or $88,798 at 6%; with 50% employer match about $88,798 at 4% or $59,199 at 6%; with 100% employer match about $66,598 at 4% or $44,399 at 6%. |
| 2002 | 1 | 8 | $194,838 | $42,984 | $5,373iApproximate average salary by contribution assumption: employee only about $134,325 at 4% or $89,550 at 6%; with 50% employer match about $89,550 at 4% or $59,700 at 6%; with 100% employer match about $67,163 at 4% or $44,775 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 8 | $194,838 | $42,984 | $5,373iApproximate average salary by contribution assumption: employee only about $134,325 at 4% or $89,550 at 6%; with 50% employer match about $89,550 at 4% or $59,700 at 6%; with 100% employer match about $67,163 at 4% or $44,775 at 6%. |
| 2001 | 1 | 6 | $176,455 | $39,293 | $6,549iApproximate average salary by contribution assumption: employee only about $163,721 at 4% or $109,147 at 6%; with 50% employer match about $109,147 at 4% or $72,765 at 6%; with 100% employer match about $81,860 at 4% or $54,574 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 6 | $176,455 | $39,293 | $6,549iApproximate average salary by contribution assumption: employee only about $163,721 at 4% or $109,147 at 6%; with 50% employer match about $109,147 at 4% or $72,765 at 6%; with 100% employer match about $81,860 at 4% or $54,574 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Cohen & Associates LLC Salary Deferral Plan | - | 5 | - | - | - |
| 1999 | 1 | 5 | $145,807 | $39,286 | $7,857iApproximate average salary by contribution assumption: employee only about $196,430 at 4% or $130,953 at 6%; with 50% employer match about $130,953 at 4% or $87,302 at 6%; with 100% employer match about $98,215 at 4% or $65,477 at 6%. |
| Cohen & Associates LLC Salary Deferral Plan | - | 5 | $145,807 | $39,286 | $7,857iApproximate average salary by contribution assumption: employee only about $196,430 at 4% or $130,953 at 6%; with 50% employer match about $130,953 at 4% or $87,302 at 6%; with 100% employer match about $98,215 at 4% or $65,477 at 6%. |