Civic Intelligence

The Cohen Benefits Group 401(K) Plan

Plan context: The Cohen Benefits Group 401(K) Plan

EIN 58-2272690 • Brookhaven, GA • 21 filings • 4 plans

4062 Peachtree Rd NE Ste A 432Brookhaven, GA 30319-3021
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$657,641

2021 Contributions

$10,417

Historical Graphs

Total Assets Over Time

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

$657,641$328,821$0200120122021YearValue
$657,641Latest year 2021

Participants Over Time

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

420200120112021YearValue
4Latest year 2021

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
202114$657,641$0-
The Cohen Benefits Group 401(K) Plan-4$657,641--
202014$536,026$0-
The Cohen Benefits Group 401(K) Plan-4$536,026--
201914$442,844$10,417$2,604iApproximate average salary by contribution assumption: employee only about $65,106 at 4% or $43,404 at 6%; with 50% employer match about $43,404 at 4% or $28,936 at 6%; with 100% employer match about $32,553 at 4% or $21,702 at 6%.
The Cohen Benefits Group 401(K) Plan-4$442,844$10,417$2,604iApproximate average salary by contribution assumption: employee only about $65,106 at 4% or $43,404 at 6%; with 50% employer match about $43,404 at 4% or $28,936 at 6%; with 100% employer match about $32,553 at 4% or $21,702 at 6%.
201813$392,554$7,503$2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%.
The Cohen Benefits Group 401(K) Plan-3$392,554$7,503$2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%.
201712$390,242$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2$390,242$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201612$389,042$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2$389,042$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
201512$329,562$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
The Cohen Benefits Group 401(K) Plan-2$329,562$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
201412$330,216$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2$330,216$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201312$322,805$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2$322,805$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201212$286,758$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2$286,758$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201112$0$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2-$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201011$282,973$7,399$7,399iApproximate average salary by contribution assumption: employee only about $184,975 at 4% or $123,317 at 6%; with 50% employer match about $123,317 at 4% or $82,211 at 6%; with 100% employer match about $92,488 at 4% or $61,658 at 6%.
The Cohen Benefits Group 401(K) Plan-1$282,973$7,399$7,399iApproximate average salary by contribution assumption: employee only about $184,975 at 4% or $123,317 at 6%; with 50% employer match about $123,317 at 4% or $82,211 at 6%; with 100% employer match about $92,488 at 4% or $61,658 at 6%.
200911$239,948$3,708$3,708iApproximate average salary by contribution assumption: employee only about $92,700 at 4% or $61,800 at 6%; with 50% employer match about $61,800 at 4% or $41,200 at 6%; with 100% employer match about $46,350 at 4% or $30,900 at 6%.
The Cohen Benefits Group 401(K) Plan-1$239,948$3,708$3,708iApproximate average salary by contribution assumption: employee only about $92,700 at 4% or $61,800 at 6%; with 50% employer match about $61,800 at 4% or $41,200 at 6%; with 100% employer match about $46,350 at 4% or $30,900 at 6%.
200811$178,598$2,472$2,472iApproximate average salary by contribution assumption: employee only about $61,800 at 4% or $41,200 at 6%; with 50% employer match about $41,200 at 4% or $27,467 at 6%; with 100% employer match about $30,900 at 4% or $20,600 at 6%.
The Cohen Benefits Group 401(K) Plan-1$178,598$2,472$2,472iApproximate average salary by contribution assumption: employee only about $61,800 at 4% or $41,200 at 6%; with 50% employer match about $41,200 at 4% or $27,467 at 6%; with 100% employer match about $30,900 at 4% or $20,600 at 6%.
200712$423,409$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
The Cohen Benefits Group 401(K) Plan-2$423,409$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
200612$381,698$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
The Cohen Benefits Group 401(K) Plan-2$381,698$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$298,260$57,912$28,956iApproximate average salary by contribution assumption: employee only about $723,900 at 4% or $482,600 at 6%; with 50% employer match about $482,600 at 4% or $321,733 at 6%; with 100% employer match about $361,950 at 4% or $241,300 at 6%.
The Cohen Benefits Group 401(K) Plan-2$298,260$57,912$28,956iApproximate average salary by contribution assumption: employee only about $723,900 at 4% or $482,600 at 6%; with 50% employer match about $482,600 at 4% or $321,733 at 6%; with 100% employer match about $361,950 at 4% or $241,300 at 6%.
200412$240,348$51,837$25,919iApproximate average salary by contribution assumption: employee only about $647,963 at 4% or $431,975 at 6%; with 50% employer match about $431,975 at 4% or $287,983 at 6%; with 100% employer match about $323,981 at 4% or $215,988 at 6%.
The Cohen Benefits Group 401(K) Plan-2$240,348$51,837$25,919iApproximate average salary by contribution assumption: employee only about $647,963 at 4% or $431,975 at 6%; with 50% employer match about $431,975 at 4% or $287,983 at 6%; with 100% employer match about $323,981 at 4% or $215,988 at 6%.
200312$188,519$25,218$12,609iApproximate average salary by contribution assumption: employee only about $315,225 at 4% or $210,150 at 6%; with 50% employer match about $210,150 at 4% or $140,100 at 6%; with 100% employer match about $157,613 at 4% or $105,075 at 6%.
The Cohen Benefits Group 401(K) Plan-2$188,519$25,218$12,609iApproximate average salary by contribution assumption: employee only about $315,225 at 4% or $210,150 at 6%; with 50% employer match about $210,150 at 4% or $140,100 at 6%; with 100% employer match about $157,613 at 4% or $105,075 at 6%.
200212$125,199$20,272$10,136iApproximate average salary by contribution assumption: employee only about $253,400 at 4% or $168,933 at 6%; with 50% employer match about $168,933 at 4% or $112,622 at 6%; with 100% employer match about $126,700 at 4% or $84,467 at 6%.
The Cohen Benefits Group 401(K) Plan-2$125,199$20,272$10,136iApproximate average salary by contribution assumption: employee only about $253,400 at 4% or $168,933 at 6%; with 50% employer match about $168,933 at 4% or $112,622 at 6%; with 100% employer match about $126,700 at 4% or $84,467 at 6%.
200112$138,581$150,284$75,142iApproximate average salary by contribution assumption: employee only about $1,878,550 at 4% or $1,252,367 at 6%; with 50% employer match about $1,252,367 at 4% or $834,911 at 6%; with 100% employer match about $939,275 at 4% or $626,183 at 6%.
The Cohen Benefits Group 401(K) Plan-2$138,581$150,284$75,142iApproximate average salary by contribution assumption: employee only about $1,878,550 at 4% or $1,252,367 at 6%; with 50% employer match about $1,252,367 at 4% or $834,911 at 6%; with 100% employer match about $939,275 at 4% or $626,183 at 6%.