Civic Intelligence

Jonathan M Cohen LLC

Plan context: Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust

EIN 27-3051581 • Philadelphia, PA • 9 filings • 3 plans

3510 Baring StreetPhiladelphia, PA 19104-2417
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,363,650

2024 Contributions

$38,244

Historical Graphs

Total Assets Over Time

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

$1,363,650$681,825$0201620202024YearValue
$1,363,650Latest year 2024

Participants Over Time

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

740201620202024YearValue
3Latest 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
202413$1,363,650$38,244$12,748iApproximate average salary by contribution assumption: employee only about $318,700 at 4% or $212,467 at 6%; with 50% employer match about $212,467 at 4% or $141,644 at 6%; with 100% employer match about $159,350 at 4% or $106,233 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-3$1,363,650$38,244$12,748iApproximate average salary by contribution assumption: employee only about $318,700 at 4% or $212,467 at 6%; with 50% employer match about $212,467 at 4% or $141,644 at 6%; with 100% employer match about $159,350 at 4% or $106,233 at 6%.
202311$1,126,120$38,120$38,120iApproximate average salary by contribution assumption: employee only about $953,000 at 4% or $635,333 at 6%; with 50% employer match about $635,333 at 4% or $423,556 at 6%; with 100% employer match about $476,500 at 4% or $317,667 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-1$1,126,120$38,120$38,120iApproximate average salary by contribution assumption: employee only about $953,000 at 4% or $635,333 at 6%; with 50% employer match about $635,333 at 4% or $423,556 at 6%; with 100% employer match about $476,500 at 4% or $317,667 at 6%.
202213$894,499$42,092$14,031iApproximate average salary by contribution assumption: employee only about $350,767 at 4% or $233,844 at 6%; with 50% employer match about $233,844 at 4% or $155,896 at 6%; with 100% employer match about $175,383 at 4% or $116,922 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-3$894,499$42,092$14,031iApproximate average salary by contribution assumption: employee only about $350,767 at 4% or $233,844 at 6%; with 50% employer match about $233,844 at 4% or $155,896 at 6%; with 100% employer match about $175,383 at 4% or $116,922 at 6%.
202117$1,089,031$47,832$6,833iApproximate average salary by contribution assumption: employee only about $170,829 at 4% or $113,886 at 6%; with 50% employer match about $113,886 at 4% or $75,924 at 6%; with 100% employer match about $85,414 at 4% or $56,943 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-7$1,089,031$47,832$6,833iApproximate average salary by contribution assumption: employee only about $170,829 at 4% or $113,886 at 6%; with 50% employer match about $113,886 at 4% or $75,924 at 6%; with 100% employer match about $85,414 at 4% or $56,943 at 6%.
202016$906,494$81,638$13,606iApproximate average salary by contribution assumption: employee only about $340,158 at 4% or $226,772 at 6%; with 50% employer match about $226,772 at 4% or $151,181 at 6%; with 100% employer match about $170,079 at 4% or $113,386 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-6$906,494$81,638$13,606iApproximate average salary by contribution assumption: employee only about $340,158 at 4% or $226,772 at 6%; with 50% employer match about $226,772 at 4% or $151,181 at 6%; with 100% employer match about $170,079 at 4% or $113,386 at 6%.
201915$733,745$37,527$7,505iApproximate average salary by contribution assumption: employee only about $187,635 at 4% or $125,090 at 6%; with 50% employer match about $125,090 at 4% or $83,393 at 6%; with 100% employer match about $93,818 at 4% or $62,545 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-5$733,745$37,527$7,505iApproximate average salary by contribution assumption: employee only about $187,635 at 4% or $125,090 at 6%; with 50% employer match about $125,090 at 4% or $83,393 at 6%; with 100% employer match about $93,818 at 4% or $62,545 at 6%.
201815$561,805$44,255$8,851iApproximate average salary by contribution assumption: employee only about $221,275 at 4% or $147,517 at 6%; with 50% employer match about $147,517 at 4% or $98,344 at 6%; with 100% employer match about $110,638 at 4% or $73,758 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-5$561,805$44,255$8,851iApproximate average salary by contribution assumption: employee only about $221,275 at 4% or $147,517 at 6%; with 50% employer match about $147,517 at 4% or $98,344 at 6%; with 100% employer match about $110,638 at 4% or $73,758 at 6%.
201716$577,579$43,952$7,325iApproximate average salary by contribution assumption: employee only about $183,133 at 4% or $122,089 at 6%; with 50% employer match about $122,089 at 4% or $81,393 at 6%; with 100% employer match about $91,567 at 4% or $61,044 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-6$577,579$43,952$7,325iApproximate average salary by contribution assumption: employee only about $183,133 at 4% or $122,089 at 6%; with 50% employer match about $122,089 at 4% or $81,393 at 6%; with 100% employer match about $91,567 at 4% or $61,044 at 6%.
201615$452,177$448,173$89,635iApproximate average salary by contribution assumption: employee only about $2,240,865 at 4% or $1,493,910 at 6%; with 50% employer match about $1,493,910 at 4% or $995,940 at 6%; with 100% employer match about $1,120,433 at 4% or $746,955 at 6%.
Jonathan M Cohen LLC 401(K) Profit Sharing Plan and Trust-5$452,177$448,173$89,635iApproximate average salary by contribution assumption: employee only about $2,240,865 at 4% or $1,493,910 at 6%; with 50% employer match about $1,493,910 at 4% or $995,940 at 6%; with 100% employer match about $1,120,433 at 4% or $746,955 at 6%.