Civic Intelligence

Cohen Sequoia Enterprises Ltd.

Plan context: Cohen & Company Ltd. Profit Sharing/401(K) Plan

EIN 26-4094604 • Cleveland, OH • 44 filings • 7 plans

1350 Euclid AveCleveland, OH 44115-1877
Current Snapshot

Latest Year

2024

2024 Participants

783

2024 Assets

$140,399,832

2024 Contributions

$18,681,289

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$140,399,832$70,199,916$0200920172024YearValue
$140,399,832Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7833920200920172024YearValue
783Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243783$140,399,832$18,681,289$23,859iApproximate average salary by contribution assumption: employee only about $596,465 at 4% or $397,643 at 6%; with 50% employer match about $397,643 at 4% or $265,096 at 6%; with 100% employer match about $298,233 at 4% or $198,822 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-783$76,123,668$12,059,166$15,401iApproximate average salary by contribution assumption: employee only about $385,031 at 4% or $256,687 at 6%; with 50% employer match about $256,687 at 4% or $171,125 at 6%; with 100% employer match about $192,515 at 4% or $128,344 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-335$64,275,593$6,461,275$19,287iApproximate average salary by contribution assumption: employee only about $482,185 at 4% or $321,456 at 6%; with 50% employer match about $321,456 at 4% or $214,304 at 6%; with 100% employer match about $241,092 at 4% or $160,728 at 6%.
Cohen & Company Cash Balance Plan-0$571$160,848-
20233749$119,968,246$15,264,821$20,380iApproximate average salary by contribution assumption: employee only about $509,507 at 4% or $339,671 at 6%; with 50% employer match about $339,671 at 4% or $226,447 at 6%; with 100% employer match about $254,753 at 4% or $169,836 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-749$61,058,233$9,212,010$12,299iApproximate average salary by contribution assumption: employee only about $307,477 at 4% or $204,985 at 6%; with 50% employer match about $204,985 at 4% or $136,656 at 6%; with 100% employer match about $153,738 at 4% or $102,492 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-320$51,436,634$3,635,791$11,362iApproximate average salary by contribution assumption: employee only about $284,046 at 4% or $189,364 at 6%; with 50% employer match about $189,364 at 4% or $126,243 at 6%; with 100% employer match about $142,023 at 4% or $94,682 at 6%.
Cohen & Company Cash Balance Plan-209$7,473,379$2,417,020$11,565iApproximate average salary by contribution assumption: employee only about $289,117 at 4% or $192,745 at 6%; with 50% employer match about $192,745 at 4% or $128,497 at 6%; with 100% employer match about $144,559 at 4% or $96,372 at 6%.
20223696$104,652,547$15,359,489$22,068iApproximate average salary by contribution assumption: employee only about $551,706 at 4% or $367,804 at 6%; with 50% employer match about $367,804 at 4% or $245,203 at 6%; with 100% employer match about $275,853 at 4% or $183,902 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-696$49,109,946$7,847,890$11,276iApproximate average salary by contribution assumption: employee only about $281,893 at 4% or $187,928 at 6%; with 50% employer match about $187,928 at 4% or $125,286 at 6%; with 100% employer match about $140,946 at 4% or $93,964 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-293$43,534,645$2,572,899$8,781iApproximate average salary by contribution assumption: employee only about $219,531 at 4% or $146,354 at 6%; with 50% employer match about $146,354 at 4% or $97,569 at 6%; with 100% employer match about $109,765 at 4% or $73,177 at 6%.
Cohen & Company Cash Balance Plan-182$12,007,956$4,938,700$27,136iApproximate average salary by contribution assumption: employee only about $678,393 at 4% or $452,262 at 6%; with 50% employer match about $452,262 at 4% or $301,508 at 6%; with 100% employer match about $339,196 at 4% or $226,131 at 6%.
20213655$113,823,668$11,480,978$17,528iApproximate average salary by contribution assumption: employee only about $438,205 at 4% or $292,137 at 6%; with 50% employer match about $292,137 at 4% or $194,758 at 6%; with 100% employer match about $219,103 at 4% or $146,068 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-655$55,941,195$6,430,601$9,818iApproximate average salary by contribution assumption: employee only about $245,443 at 4% or $163,629 at 6%; with 50% employer match about $163,629 at 4% or $109,086 at 6%; with 100% employer match about $122,721 at 4% or $81,814 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-273$47,300,487$2,562,888$9,388iApproximate average salary by contribution assumption: employee only about $234,697 at 4% or $156,464 at 6%; with 50% employer match about $156,464 at 4% or $104,310 at 6%; with 100% employer match about $117,348 at 4% or $78,232 at 6%.
Cohen & Company Cash Balance Plan-172$10,581,986$2,487,489$14,462iApproximate average salary by contribution assumption: employee only about $361,554 at 4% or $241,036 at 6%; with 50% employer match about $241,036 at 4% or $160,691 at 6%; with 100% employer match about $180,777 at 4% or $120,518 at 6%.
20203642$100,220,805$12,049,749$18,769iApproximate average salary by contribution assumption: employee only about $469,227 at 4% or $312,818 at 6%; with 50% employer match about $312,818 at 4% or $208,545 at 6%; with 100% employer match about $234,613 at 4% or $156,409 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-642$73,561,635$7,213,739$11,236iApproximate average salary by contribution assumption: employee only about $280,909 at 4% or $187,273 at 6%; with 50% employer match about $187,273 at 4% or $124,848 at 6%; with 100% employer match about $140,454 at 4% or $93,636 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-210$17,917,775$1,981,982$9,438iApproximate average salary by contribution assumption: employee only about $235,950 at 4% or $157,300 at 6%; with 50% employer match about $157,300 at 4% or $104,867 at 6%; with 100% employer match about $117,975 at 4% or $78,650 at 6%.
Cohen & Company Cash Balance Plan-162$8,741,395$2,854,028$17,617iApproximate average salary by contribution assumption: employee only about $440,436 at 4% or $293,624 at 6%; with 50% employer match about $293,624 at 4% or $195,750 at 6%; with 100% employer match about $220,218 at 4% or $146,812 at 6%.
20193598$95,532,048$10,801,640$18,063iApproximate average salary by contribution assumption: employee only about $451,574 at 4% or $301,049 at 6%; with 50% employer match about $301,049 at 4% or $200,699 at 6%; with 100% employer match about $225,787 at 4% or $150,525 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-598$69,817,821$8,005,018$13,386iApproximate average salary by contribution assumption: employee only about $334,658 at 4% or $223,105 at 6%; with 50% employer match about $223,105 at 4% or $148,737 at 6%; with 100% employer match about $167,329 at 4% or $111,553 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-199$17,426,124$868,813$4,366iApproximate average salary by contribution assumption: employee only about $109,147 at 4% or $72,765 at 6%; with 50% employer match about $72,765 at 4% or $48,510 at 6%; with 100% employer match about $54,574 at 4% or $36,382 at 6%.
Cohen & Company Cash Balance Plan-189$8,288,103$1,927,809$10,200iApproximate average salary by contribution assumption: employee only about $255,001 at 4% or $170,001 at 6%; with 50% employer match about $170,001 at 4% or $113,334 at 6%; with 100% employer match about $127,501 at 4% or $85,000 at 6%.
20183629$79,281,484$19,071,721$30,321iApproximate average salary by contribution assumption: employee only about $758,018 at 4% or $505,345 at 6%; with 50% employer match about $505,345 at 4% or $336,897 at 6%; with 100% employer match about $379,009 at 4% or $252,673 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-629$64,620,319$16,552,267$26,315iApproximate average salary by contribution assumption: employee only about $657,880 at 4% or $438,587 at 6%; with 50% employer match about $438,587 at 4% or $292,391 at 6%; with 100% employer match about $328,940 at 4% or $219,293 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-253$8,693,900$636,954$2,518iApproximate average salary by contribution assumption: employee only about $62,940 at 4% or $41,960 at 6%; with 50% employer match about $41,960 at 4% or $27,973 at 6%; with 100% employer match about $31,470 at 4% or $20,980 at 6%.
Cohen & Company Cash Balance Plan-183$5,967,265$1,882,500$10,287iApproximate average salary by contribution assumption: employee only about $257,172 at 4% or $171,448 at 6%; with 50% employer match about $171,448 at 4% or $114,299 at 6%; with 100% employer match about $128,586 at 4% or $85,724 at 6%.
20173544$65,852,072$7,911,784$14,544iApproximate average salary by contribution assumption: employee only about $363,593 at 4% or $242,395 at 6%; with 50% employer match about $242,395 at 4% or $161,597 at 6%; with 100% employer match about $181,797 at 4% or $121,198 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-544$53,552,002$6,154,899$11,314iApproximate average salary by contribution assumption: employee only about $282,854 at 4% or $188,569 at 6%; with 50% employer match about $188,569 at 4% or $125,713 at 6%; with 100% employer match about $141,427 at 4% or $94,285 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-188$7,973,223$684,539$3,641iApproximate average salary by contribution assumption: employee only about $91,029 at 4% or $60,686 at 6%; with 50% employer match about $60,686 at 4% or $40,457 at 6%; with 100% employer match about $45,515 at 4% or $30,343 at 6%.
Cohen & Company Cash Balance Plan-175$4,326,847$1,072,346$6,128iApproximate average salary by contribution assumption: employee only about $153,192 at 4% or $102,128 at 6%; with 50% employer match about $102,128 at 4% or $68,085 at 6%; with 100% employer match about $76,596 at 4% or $51,064 at 6%.
20163412$52,310,619$16,801,919$40,781iApproximate average salary by contribution assumption: employee only about $1,019,534 at 4% or $679,689 at 6%; with 50% employer match about $679,689 at 4% or $453,126 at 6%; with 100% employer match about $509,767 at 4% or $339,845 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-412$40,784,401$14,961,949$36,315iApproximate average salary by contribution assumption: employee only about $907,885 at 4% or $605,257 at 6%; with 50% employer match about $605,257 at 4% or $403,505 at 6%; with 100% employer match about $453,943 at 4% or $302,628 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-211$7,707,735$631,470$2,993iApproximate average salary by contribution assumption: employee only about $74,819 at 4% or $49,879 at 6%; with 50% employer match about $49,879 at 4% or $33,253 at 6%; with 100% employer match about $37,409 at 4% or $24,940 at 6%.
Cohen & Company Cash Balance Plan-212$3,818,483$1,208,500$5,700iApproximate average salary by contribution assumption: employee only about $142,512 at 4% or $95,008 at 6%; with 50% employer match about $95,008 at 4% or $63,339 at 6%; with 100% employer match about $71,256 at 4% or $47,504 at 6%.
20153313$33,246,667$4,988,182$15,937iApproximate average salary by contribution assumption: employee only about $398,417 at 4% or $265,611 at 6%; with 50% employer match about $265,611 at 4% or $177,074 at 6%; with 100% employer match about $199,209 at 4% or $132,806 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-313$22,793,435$2,768,990$8,847iApproximate average salary by contribution assumption: employee only about $221,165 at 4% or $147,444 at 6%; with 50% employer match about $147,444 at 4% or $98,296 at 6%; with 100% employer match about $110,583 at 4% or $73,722 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-143$7,093,258$1,077,192$7,533iApproximate average salary by contribution assumption: employee only about $188,320 at 4% or $125,547 at 6%; with 50% employer match about $125,547 at 4% or $83,698 at 6%; with 100% employer match about $94,160 at 4% or $62,773 at 6%.
Cohen & Company Cash Balance Plan-151$3,359,974$1,142,000$7,563iApproximate average salary by contribution assumption: employee only about $189,073 at 4% or $126,049 at 6%; with 50% employer match about $126,049 at 4% or $84,032 at 6%; with 100% employer match about $94,536 at 4% or $63,024 at 6%.
20143274$30,097,035$4,965,774$18,123iApproximate average salary by contribution assumption: employee only about $453,082 at 4% or $302,054 at 6%; with 50% employer match about $302,054 at 4% or $201,370 at 6%; with 100% employer match about $226,541 at 4% or $151,027 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-274$21,250,164$2,207,305$8,056iApproximate average salary by contribution assumption: employee only about $201,396 at 4% or $134,264 at 6%; with 50% employer match about $134,264 at 4% or $89,510 at 6%; with 100% employer match about $100,698 at 4% or $67,132 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-146$6,276,112$1,858,469$12,729iApproximate average salary by contribution assumption: employee only about $318,231 at 4% or $212,154 at 6%; with 50% employer match about $212,154 at 4% or $141,436 at 6%; with 100% employer match about $159,115 at 4% or $106,077 at 6%.
Cohen & Company Cash Balance Plan-139$2,570,759$900,000$6,475iApproximate average salary by contribution assumption: employee only about $161,871 at 4% or $107,914 at 6%; with 50% employer match about $107,914 at 4% or $71,942 at 6%; with 100% employer match about $80,935 at 4% or $53,957 at 6%.
20133226$25,495,443$4,173,851$18,468iApproximate average salary by contribution assumption: employee only about $461,709 at 4% or $307,806 at 6%; with 50% employer match about $307,806 at 4% or $205,204 at 6%; with 100% employer match about $230,855 at 4% or $153,903 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-226$19,402,848$1,893,083$8,376iApproximate average salary by contribution assumption: employee only about $209,412 at 4% or $139,608 at 6%; with 50% employer match about $139,608 at 4% or $93,072 at 6%; with 100% employer match about $104,706 at 4% or $69,804 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-70$4,200,540$1,388,768$19,840iApproximate average salary by contribution assumption: employee only about $495,989 at 4% or $330,659 at 6%; with 50% employer match about $330,659 at 4% or $220,439 at 6%; with 100% employer match about $247,994 at 4% or $165,330 at 6%.
Cohen & Company Cash Balance Plan-113$1,892,055$892,000$7,894iApproximate average salary by contribution assumption: employee only about $197,345 at 4% or $131,563 at 6%; with 50% employer match about $131,563 at 4% or $87,709 at 6%; with 100% employer match about $98,673 at 4% or $65,782 at 6%.
20123255$21,973,818$5,405,138$21,197iApproximate average salary by contribution assumption: employee only about $529,915 at 4% or $353,277 at 6%; with 50% employer match about $353,277 at 4% or $235,518 at 6%; with 100% employer match about $264,958 at 4% or $176,638 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-255$18,202,633$2,236,593$8,771iApproximate average salary by contribution assumption: employee only about $219,274 at 4% or $146,183 at 6%; with 50% employer match about $146,183 at 4% or $97,455 at 6%; with 100% employer match about $109,637 at 4% or $73,091 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-66$2,518,854$2,322,545$35,190iApproximate average salary by contribution assumption: employee only about $879,752 at 4% or $586,501 at 6%; with 50% employer match about $586,501 at 4% or $391,001 at 6%; with 100% employer match about $439,876 at 4% or $293,251 at 6%.
Cohen & Company Cash Balance Plan-87$1,252,331$846,000$9,724iApproximate average salary by contribution assumption: employee only about $243,103 at 4% or $162,069 at 6%; with 50% employer match about $162,069 at 4% or $108,046 at 6%; with 100% employer match about $121,552 at 4% or $81,034 at 6%.
20113235$18,291,135$2,763,364$11,759iApproximate average salary by contribution assumption: employee only about $293,975 at 4% or $195,983 at 6%; with 50% employer match about $195,983 at 4% or $130,656 at 6%; with 100% employer match about $146,987 at 4% or $97,992 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-235$17,415,896$1,888,125$8,035iApproximate average salary by contribution assumption: employee only about $200,864 at 4% or $133,910 at 6%; with 50% employer match about $133,910 at 4% or $89,273 at 6%; with 100% employer match about $100,432 at 4% or $66,955 at 6%.
Cohen & Company Cash Balance Plan-59$651,500$651,500$11,042iApproximate average salary by contribution assumption: employee only about $276,059 at 4% or $184,040 at 6%; with 50% employer match about $184,040 at 4% or $122,693 at 6%; with 100% employer match about $138,030 at 4% or $92,020 at 6%.
Cohen & Company 401(K) Profit Sharing Plan-67$223,739$223,739$3,339iApproximate average salary by contribution assumption: employee only about $83,485 at 4% or $55,656 at 6%; with 50% employer match about $55,656 at 4% or $37,104 at 6%; with 100% employer match about $41,742 at 4% or $27,828 at 6%.
20101224$16,310,422$1,816,222$8,108iApproximate average salary by contribution assumption: employee only about $202,703 at 4% or $135,136 at 6%; with 50% employer match about $135,136 at 4% or $90,090 at 6%; with 100% employer match about $101,352 at 4% or $67,568 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-224$16,310,422$1,816,222$8,108iApproximate average salary by contribution assumption: employee only about $202,703 at 4% or $135,136 at 6%; with 50% employer match about $135,136 at 4% or $90,090 at 6%; with 100% employer match about $101,352 at 4% or $67,568 at 6%.
20091226$12,582,233$1,572,515$6,958iApproximate average salary by contribution assumption: employee only about $173,951 at 4% or $115,967 at 6%; with 50% employer match about $115,967 at 4% or $77,311 at 6%; with 100% employer match about $86,975 at 4% or $57,984 at 6%.
Cohen & Company Ltd. Profit Sharing/401(K) Plan-226$12,582,233$1,572,515$6,958iApproximate average salary by contribution assumption: employee only about $173,951 at 4% or $115,967 at 6%; with 50% employer match about $115,967 at 4% or $77,311 at 6%; with 100% employer match about $86,975 at 4% or $57,984 at 6%.