Civic Intelligence

Cohen Investment Advisors LLC

Plan context: Cohen Investment Advisors LLC 401(K) Plan

EIN 46-3940119 • Bedford, NH • 11 filings • 1 plans

264 S River RdSuite 414Bedford, NH 03110
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,413,562

2024 Contributions

$92,742

Historical Graphs

Total Assets Over Time

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

$1,413,562$706,781$0201420192024YearValue
$1,413,562Latest year 2024

Participants Over Time

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

530201420192024YearValue
5Latest 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
202415$1,413,562$92,742$18,548iApproximate average salary by contribution assumption: employee only about $463,710 at 4% or $309,140 at 6%; with 50% employer match about $309,140 at 4% or $206,093 at 6%; with 100% employer match about $231,855 at 4% or $154,570 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-5$1,413,562$92,742$18,548iApproximate average salary by contribution assumption: employee only about $463,710 at 4% or $309,140 at 6%; with 50% employer match about $309,140 at 4% or $206,093 at 6%; with 100% employer match about $231,855 at 4% or $154,570 at 6%.
202314$1,143,461$30,029$7,507iApproximate average salary by contribution assumption: employee only about $187,681 at 4% or $125,121 at 6%; with 50% employer match about $125,121 at 4% or $83,414 at 6%; with 100% employer match about $93,841 at 4% or $62,560 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-4$1,143,461$30,029$7,507iApproximate average salary by contribution assumption: employee only about $187,681 at 4% or $125,121 at 6%; with 50% employer match about $125,121 at 4% or $83,414 at 6%; with 100% employer match about $93,841 at 4% or $62,560 at 6%.
202214$891,323$25,827$6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,613 at 6%; with 50% employer match about $107,613 at 4% or $71,742 at 6%; with 100% employer match about $80,709 at 4% or $53,806 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-4$891,323$25,827$6,457iApproximate average salary by contribution assumption: employee only about $161,419 at 4% or $107,613 at 6%; with 50% employer match about $107,613 at 4% or $71,742 at 6%; with 100% employer match about $80,709 at 4% or $53,806 at 6%.
202112$998,422$8,434$4,217iApproximate average salary by contribution assumption: employee only about $105,425 at 4% or $70,283 at 6%; with 50% employer match about $70,283 at 4% or $46,856 at 6%; with 100% employer match about $52,713 at 4% or $35,142 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-2$998,422$8,434$4,217iApproximate average salary by contribution assumption: employee only about $105,425 at 4% or $70,283 at 6%; with 50% employer match about $70,283 at 4% or $46,856 at 6%; with 100% employer match about $52,713 at 4% or $35,142 at 6%.
202012$792,611$5,263$2,632iApproximate average salary by contribution assumption: employee only about $65,788 at 4% or $43,858 at 6%; with 50% employer match about $43,858 at 4% or $29,239 at 6%; with 100% employer match about $32,894 at 4% or $21,929 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-2$792,611$5,263$2,632iApproximate average salary by contribution assumption: employee only about $65,788 at 4% or $43,858 at 6%; with 50% employer match about $43,858 at 4% or $29,239 at 6%; with 100% employer match about $32,894 at 4% or $21,929 at 6%.
201911$713,685$19,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-1$713,685$19,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201812$598,352$11,087$5,544iApproximate average salary by contribution assumption: employee only about $138,588 at 4% or $92,392 at 6%; with 50% employer match about $92,392 at 4% or $61,594 at 6%; with 100% employer match about $69,294 at 4% or $46,196 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-2$598,352$11,087$5,544iApproximate average salary by contribution assumption: employee only about $138,588 at 4% or $92,392 at 6%; with 50% employer match about $92,392 at 4% or $61,594 at 6%; with 100% employer match about $69,294 at 4% or $46,196 at 6%.
201712$619,826$52,588$26,294iApproximate average salary by contribution assumption: employee only about $657,350 at 4% or $438,233 at 6%; with 50% employer match about $438,233 at 4% or $292,156 at 6%; with 100% employer match about $328,675 at 4% or $219,117 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-2$619,826$52,588$26,294iApproximate average salary by contribution assumption: employee only about $657,350 at 4% or $438,233 at 6%; with 50% employer match about $438,233 at 4% or $292,156 at 6%; with 100% employer match about $328,675 at 4% or $219,117 at 6%.
201613$477,364$135,546$45,182iApproximate average salary by contribution assumption: employee only about $1,129,550 at 4% or $753,033 at 6%; with 50% employer match about $753,033 at 4% or $502,022 at 6%; with 100% employer match about $564,775 at 4% or $376,517 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-3$477,364$135,546$45,182iApproximate average salary by contribution assumption: employee only about $1,129,550 at 4% or $753,033 at 6%; with 50% employer match about $753,033 at 4% or $502,022 at 6%; with 100% employer match about $564,775 at 4% or $376,517 at 6%.
201513$288,583$118,014$39,338iApproximate average salary by contribution assumption: employee only about $983,450 at 4% or $655,633 at 6%; with 50% employer match about $655,633 at 4% or $437,089 at 6%; with 100% employer match about $491,725 at 4% or $327,817 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-3$288,583$118,014$39,338iApproximate average salary by contribution assumption: employee only about $983,450 at 4% or $655,633 at 6%; with 50% employer match about $655,633 at 4% or $437,089 at 6%; with 100% employer match about $491,725 at 4% or $327,817 at 6%.
201412$169,265$159,124$79,562iApproximate average salary by contribution assumption: employee only about $1,989,050 at 4% or $1,326,033 at 6%; with 50% employer match about $1,326,033 at 4% or $884,022 at 6%; with 100% employer match about $994,525 at 4% or $663,017 at 6%.
Cohen Investment Advisors LLC 401(K) Plan-2$169,265$159,124$79,562iApproximate average salary by contribution assumption: employee only about $1,989,050 at 4% or $1,326,033 at 6%; with 50% employer match about $1,326,033 at 4% or $884,022 at 6%; with 100% employer match about $994,525 at 4% or $663,017 at 6%.