Civic Intelligence

Sheldon I Cohen and Assoc

Plan context: Sheadon I Cohen Profit Sharing Retirement Plan

EIN 52-0936548 • Oakton, VA • 12 filings • 4 plans

2960 Chain Bridge RoadSuite 202Oakton, VA 22124
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$2,761,068

2013 Contributions

$56,500

Historical Graphs

Total Assets Over Time

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

$2,761,068$1,380,534$0199920062013YearValue
$2,761,068Latest year 2013

Participants Over Time

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

210199920062013YearValue
2Latest year 2013

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
201312$2,761,068$56,500$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$2,761,068$56,500$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
201212$2,252,009$59,062$29,531iApproximate average salary by contribution assumption: employee only about $738,275 at 4% or $492,183 at 6%; with 50% employer match about $492,183 at 4% or $328,122 at 6%; with 100% employer match about $369,138 at 4% or $246,092 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$2,252,009$59,062$29,531iApproximate average salary by contribution assumption: employee only about $738,275 at 4% or $492,183 at 6%; with 50% employer match about $492,183 at 4% or $328,122 at 6%; with 100% employer match about $369,138 at 4% or $246,092 at 6%.
201112$2,080,699$60,562$30,281iApproximate average salary by contribution assumption: employee only about $757,025 at 4% or $504,683 at 6%; with 50% employer match about $504,683 at 4% or $336,456 at 6%; with 100% employer match about $378,513 at 4% or $252,342 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$2,080,699$60,562$30,281iApproximate average salary by contribution assumption: employee only about $757,025 at 4% or $504,683 at 6%; with 50% employer match about $504,683 at 4% or $336,456 at 6%; with 100% employer match about $378,513 at 4% or $252,342 at 6%.
201012$2,036,305$60,266$30,133iApproximate average salary by contribution assumption: employee only about $753,325 at 4% or $502,217 at 6%; with 50% employer match about $502,217 at 4% or $334,811 at 6%; with 100% employer match about $376,663 at 4% or $251,108 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$2,036,305$60,266$30,133iApproximate average salary by contribution assumption: employee only about $753,325 at 4% or $502,217 at 6%; with 50% employer match about $502,217 at 4% or $334,811 at 6%; with 100% employer match about $376,663 at 4% or $251,108 at 6%.
200711$2,140,833$2,620$2,620iApproximate average salary by contribution assumption: employee only about $65,500 at 4% or $43,667 at 6%; with 50% employer match about $43,667 at 4% or $29,111 at 6%; with 100% employer match about $32,750 at 4% or $21,833 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-1$2,140,833$2,620$2,620iApproximate average salary by contribution assumption: employee only about $65,500 at 4% or $43,667 at 6%; with 50% employer match about $43,667 at 4% or $29,111 at 6%; with 100% employer match about $32,750 at 4% or $21,833 at 6%.
200612$1,986,658$45,845$22,923iApproximate average salary by contribution assumption: employee only about $573,063 at 4% or $382,042 at 6%; with 50% employer match about $382,042 at 4% or $254,694 at 6%; with 100% employer match about $286,531 at 4% or $191,021 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$1,986,658$45,845$22,923iApproximate average salary by contribution assumption: employee only about $573,063 at 4% or $382,042 at 6%; with 50% employer match about $382,042 at 4% or $254,694 at 6%; with 100% employer match about $286,531 at 4% or $191,021 at 6%.
200512$1,841,397$48,307$24,154iApproximate average salary by contribution assumption: employee only about $603,838 at 4% or $402,558 at 6%; with 50% employer match about $402,558 at 4% or $268,372 at 6%; with 100% employer match about $301,919 at 4% or $201,279 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$1,841,397$48,307$24,154iApproximate average salary by contribution assumption: employee only about $603,838 at 4% or $402,558 at 6%; with 50% employer match about $402,558 at 4% or $268,372 at 6%; with 100% employer match about $301,919 at 4% or $201,279 at 6%.
200312$1,266,285$49,011$24,506iApproximate average salary by contribution assumption: employee only about $612,638 at 4% or $408,425 at 6%; with 50% employer match about $408,425 at 4% or $272,283 at 6%; with 100% employer match about $306,319 at 4% or $204,213 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$1,266,285$49,011$24,506iApproximate average salary by contribution assumption: employee only about $612,638 at 4% or $408,425 at 6%; with 50% employer match about $408,425 at 4% or $272,283 at 6%; with 100% employer match about $306,319 at 4% or $204,213 at 6%.
200211$924,308$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-1$924,308$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200111$0$0-
Sheadon I Cohen Profit Sharing Retirement Plan-1---
200012$888,891$23,845$11,923iApproximate average salary by contribution assumption: employee only about $298,063 at 4% or $198,708 at 6%; with 50% employer match about $198,708 at 4% or $132,472 at 6%; with 100% employer match about $149,031 at 4% or $99,354 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-2$888,891$23,845$11,923iApproximate average salary by contribution assumption: employee only about $298,063 at 4% or $198,708 at 6%; with 50% employer match about $198,708 at 4% or $132,472 at 6%; with 100% employer match about $149,031 at 4% or $99,354 at 6%.
199911$1,027,526$81,180$81,180iApproximate average salary by contribution assumption: employee only about $2,029,500 at 4% or $1,353,000 at 6%; with 50% employer match about $1,353,000 at 4% or $902,000 at 6%; with 100% employer match about $1,014,750 at 4% or $676,500 at 6%.
Sheadon I Cohen Profit Sharing Retirement Plan-1$1,027,526$81,180$81,180iApproximate average salary by contribution assumption: employee only about $2,029,500 at 4% or $1,353,000 at 6%; with 50% employer match about $1,353,000 at 4% or $902,000 at 6%; with 100% employer match about $1,014,750 at 4% or $676,500 at 6%.