Civic Intelligence

Cohen & Company Ltd.

Plan context: COHEN & COMPANY ENTERPRISES, LTD. CASH BALANCE PLAN

EIN 34-1912961 • Cleveland, OH • 43 filings • 10 plans

1350 Euclid Avenue, Suite 800Cleveland, OH 44115
Current Snapshot

Latest Year

2024

2024 Participants

781

2024 Assets

$5,150,000

2024 Contributions

$5,150,000

Historical Graphs

Total Assets Over Time

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

$10,828,578$5,414,289$0200120062024YearValue
$5,150,000Latest year 2024

Participants Over Time

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

7813910200020122024YearValue
781Latest 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
20242781$5,150,000$5,150,000$6,594iApproximate average salary by contribution assumption: employee only about $164,853 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,426 at 4% or $54,951 at 6%.
COHEN & COMPANY ENTERPRISES, LTD. CASH BALANCE PLAN-66$5,150,000$5,150,000$78,030iApproximate average salary by contribution assumption: employee only about $1,950,758 at 4% or $1,300,505 at 6%; with 50% employer match about $1,300,505 at 4% or $867,003 at 6%; with 100% employer match about $975,379 at 4% or $650,253 at 6%.
Cohen & Company Health and Welfare Benefit Plan-781---
20231753$0$0-
Cohen & Company Health and Welfare Benefit Plan-753---
20221682$0$0-
Cohen & Company Health and Welfare Benefit Plan-682---
202110$0$0-
Cohen & Company Health and Welfare Benefit Plan-----
20201540$0$0-
Cohen & Company Health and Welfare Benefit Plan-540---
20191518$0$0-
Cohen & Company Health and Welfare Benefit Plan-518---
20181526$0$0-
Cohen & Company Health and Welfare Benefit Plan-526---
20171431$0$0-
Cohen & Company Health and Welfare Benefit Plan-431---
20161385$0$0-
Cohen & Company Health and Welfare Benefit Plan-385---
20151287$0$0-
Cohen & Company Health and Welfare Benefit Plan-287---
20141263$0$0-
Cohen & Company Health and Welfare Benefit Plan-263---
20131220$0$0-
Cohen & Company Health and Welfare Benefit Plan-220---
20121238$0$0-
Cohen & Company Health and Welfare Benefit Plan-238---
20111283$0$0-
Cohen & Company Health and Welfare Benefit Plan-283---
20101228$0$0-
Cohen & Company Health and Welfare Benefit Plan-228---
20091188$0$0-
Cohen & Company Health and Welfare Benefit Plan-188---
20083246$8,713,536$1,478,167$6,009iApproximate average salary by contribution assumption: employee only about $150,220 at 4% or $100,147 at 6%; with 50% employer match about $100,147 at 4% or $66,765 at 6%; with 100% employer match about $75,110 at 4% or $50,073 at 6%.
COHEN & COMPANY PROFIT SHARING/401K PLAN-246$8,713,536$1,478,167$6,009iApproximate average salary by contribution assumption: employee only about $150,220 at 4% or $100,147 at 6%; with 50% employer match about $100,147 at 4% or $66,765 at 6%; with 100% employer match about $75,110 at 4% or $50,073 at 6%.
Cohen & Company Health and Welfare Benefit Plan-209---
COHEN & COMPANY RETIREMENT PLAN AND TRUST-0---
20073196$9,353,153$1,242,373$6,339iApproximate average salary by contribution assumption: employee only about $158,466 at 4% or $105,644 at 6%; with 50% employer match about $105,644 at 4% or $70,429 at 6%; with 100% employer match about $79,233 at 4% or $52,822 at 6%.
COHEN & COMPANY PROFIT SHARING/401K PLAN-196$9,353,153$1,242,373$6,339iApproximate average salary by contribution assumption: employee only about $158,466 at 4% or $105,644 at 6%; with 50% employer match about $105,644 at 4% or $70,429 at 6%; with 100% employer match about $79,233 at 4% or $52,822 at 6%.
COHEN & COMPANY RETIREMENT PLAN AND TRUST-65---
Cohen & Company Health and Welfare Benefit Plan-190---
20063184$10,828,578$1,164,901$6,331iApproximate average salary by contribution assumption: employee only about $158,275 at 4% or $105,516 at 6%; with 50% employer match about $105,516 at 4% or $70,344 at 6%; with 100% employer match about $79,137 at 4% or $52,758 at 6%.
COHEN & COMPANY PROFIT SHARING/401K PLAN-180$8,931,271$1,035,240$5,751iApproximate average salary by contribution assumption: employee only about $143,783 at 4% or $95,856 at 6%; with 50% employer match about $95,856 at 4% or $63,904 at 6%; with 100% employer match about $71,892 at 4% or $47,928 at 6%.
COHEN & COMPANY RETIREMENT PLAN AND TRUST-68$1,897,307$129,661$1,907iApproximate average salary by contribution assumption: employee only about $47,669 at 4% or $31,780 at 6%; with 50% employer match about $31,780 at 4% or $21,186 at 6%; with 100% employer match about $23,835 at 4% or $15,890 at 6%.
Cohen & Company Health and Welfare Benefit Plan-184---
20053155$8,806,527$954,853$6,160iApproximate average salary by contribution assumption: employee only about $154,009 at 4% or $102,672 at 6%; with 50% employer match about $102,672 at 4% or $68,448 at 6%; with 100% employer match about $77,004 at 4% or $51,336 at 6%.
COHEN & COMPANY PROFIT SHARING/401K PLAN-155$7,202,013$811,289$5,234iApproximate average salary by contribution assumption: employee only about $130,853 at 4% or $87,235 at 6%; with 50% employer match about $87,235 at 4% or $58,157 at 6%; with 100% employer match about $65,427 at 4% or $43,618 at 6%.
COHEN & COMPANY RETIREMENT PLAN AND TRUST-69$1,604,514$143,564$2,081iApproximate average salary by contribution assumption: employee only about $52,016 at 4% or $34,677 at 6%; with 50% employer match about $34,677 at 4% or $23,118 at 6%; with 100% employer match about $26,008 at 4% or $17,339 at 6%.
Cohen & Company Health and Welfare Benefit Plan-143---
20043146$7,275,360$978,678$6,703iApproximate average salary by contribution assumption: employee only about $167,582 at 4% or $111,721 at 6%; with 50% employer match about $111,721 at 4% or $74,481 at 6%; with 100% employer match about $83,791 at 4% or $55,861 at 6%.
COHEN & COMPANY PROFIT SHARING 401K PLAN-136$5,979,406$828,448$6,092iApproximate average salary by contribution assumption: employee only about $152,288 at 4% or $101,525 at 6%; with 50% employer match about $101,525 at 4% or $67,684 at 6%; with 100% employer match about $76,144 at 4% or $50,763 at 6%.
COHEN & COMPANY RETIREMENT PLAN AND TRUST-95$1,295,954$150,230$1,581iApproximate average salary by contribution assumption: employee only about $39,534 at 4% or $26,356 at 6%; with 50% employer match about $26,356 at 4% or $17,571 at 6%; with 100% employer match about $19,767 at 4% or $13,178 at 6%.
Cohen & Company Health and Welfare Benefit Plan-146---
20032141$0$0-
COHEN & COMPANY RETIREMENT PLAN AND TRUST-85---
Cohen & Company Health and Welfare Benefit Plan-141---
20022133$0$0-
COHEN & COMPANY RETIREMENT PLAN & TRUST-106---
Cohen & Company Health and Welfare Benefit Plan-133---
20013142$3,431,598$588,371$4,143iApproximate average salary by contribution assumption: employee only about $103,586 at 4% or $69,058 at 6%; with 50% employer match about $69,058 at 4% or $46,038 at 6%; with 100% employer match about $51,793 at 4% or $34,529 at 6%.
COHEN & COMPANY PROFIT SHARING PLAN 401K PLAN-142$3,431,598$588,371$4,143iApproximate average salary by contribution assumption: employee only about $103,586 at 4% or $69,058 at 6%; with 50% employer match about $69,058 at 4% or $46,038 at 6%; with 100% employer match about $51,793 at 4% or $34,529 at 6%.
COHEN & COMPANY RETIREMENT PLAN AND TRUST-67---
Cohen & Company Health and Welfare Benefit Plan-125---
20004175$0$0-
COHEN & COMPANY PROFIT SHARING/ 401K PLAN-130---
Cohen & Company Health and Welfare Benefit Plan-175---
COHEN & COMPANY RETIREMENT PLAN AND TRUST-77---
COHEN & COMPANY PROFIT SHARING PLAN 401K PLAN-137---