Civic Intelligence

Cohen & Coleman

Plan context: COHEN & COHEN CASH BALANCE PLAN

EIN 64-0950139 • New York, NY • 26 filings • 7 plans

122 East 42nd Street4th FloorNew York, NY 10168
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,851,405

2025 Contributions

$132,818

Historical Graphs

Total Assets Over Time

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

$1,851,405$925,703$0201020182025YearValue
$1,851,405Latest year 2025

Participants Over Time

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

320201020182025YearValue
3Latest year 2025

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
202523$1,851,405$132,818$44,273iApproximate average salary by contribution assumption: employee only about $1,106,817 at 4% or $737,878 at 6%; with 50% employer match about $737,878 at 4% or $491,919 at 6%; with 100% employer match about $553,408 at 4% or $368,939 at 6%.
COHEN & COHEN CASH BALANCE PLAN-3$1,051,616$68,244$22,748iApproximate average salary by contribution assumption: employee only about $568,700 at 4% or $379,133 at 6%; with 50% employer match about $379,133 at 4% or $252,756 at 6%; with 100% employer match about $284,350 at 4% or $189,567 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$799,789$64,574$21,525iApproximate average salary by contribution assumption: employee only about $538,117 at 4% or $358,744 at 6%; with 50% employer match about $358,744 at 4% or $239,163 at 6%; with 100% employer match about $269,058 at 4% or $179,372 at 6%.
202423$1,602,662$113,022$37,674iApproximate average salary by contribution assumption: employee only about $941,850 at 4% or $627,900 at 6%; with 50% employer match about $627,900 at 4% or $418,600 at 6%; with 100% employer match about $470,925 at 4% or $313,950 at 6%.
COHEN & COHEN CASH BALANCE PLAN-3$923,051$56,166$18,722iApproximate average salary by contribution assumption: employee only about $468,050 at 4% or $312,033 at 6%; with 50% employer match about $312,033 at 4% or $208,022 at 6%; with 100% employer match about $234,025 at 4% or $156,017 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$679,611$56,856$18,952iApproximate average salary by contribution assumption: employee only about $473,800 at 4% or $315,867 at 6%; with 50% employer match about $315,867 at 4% or $210,578 at 6%; with 100% employer match about $236,900 at 4% or $157,933 at 6%.
202323$1,439,516$113,958$37,986iApproximate average salary by contribution assumption: employee only about $949,650 at 4% or $633,100 at 6%; with 50% employer match about $633,100 at 4% or $422,067 at 6%; with 100% employer match about $474,825 at 4% or $316,550 at 6%.
COHEN & COHEN CASH BALANCE PLAN-3$845,395$58,300$19,433iApproximate average salary by contribution assumption: employee only about $485,833 at 4% or $323,889 at 6%; with 50% employer match about $323,889 at 4% or $215,926 at 6%; with 100% employer match about $242,917 at 4% or $161,944 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$594,121$55,658$18,553iApproximate average salary by contribution assumption: employee only about $463,817 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,606 at 6%.
202223$1,258,447$153,724$51,241iApproximate average salary by contribution assumption: employee only about $1,281,033 at 4% or $854,022 at 6%; with 50% employer match about $854,022 at 4% or $569,348 at 6%; with 100% employer match about $640,517 at 4% or $427,011 at 6%.
COHEN & COHEN CASH BALANCE PLAN-3$750,721$91,889$30,630iApproximate average salary by contribution assumption: employee only about $765,742 at 4% or $510,494 at 6%; with 50% employer match about $510,494 at 4% or $340,330 at 6%; with 100% employer match about $382,871 at 4% or $255,247 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$507,726$61,835$20,612iApproximate average salary by contribution assumption: employee only about $515,292 at 4% or $343,528 at 6%; with 50% employer match about $343,528 at 4% or $229,019 at 6%; with 100% employer match about $257,646 at 4% or $171,764 at 6%.
202123$1,178,757$180,958$60,319iApproximate average salary by contribution assumption: employee only about $1,507,983 at 4% or $1,005,322 at 6%; with 50% employer match about $1,005,322 at 4% or $670,215 at 6%; with 100% employer match about $753,992 at 4% or $502,661 at 6%.
COHEN & COHEN CASH BALANCE PLAN-2$693,836$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$484,921$20,958$6,986iApproximate average salary by contribution assumption: employee only about $174,650 at 4% or $116,433 at 6%; with 50% employer match about $116,433 at 4% or $77,622 at 6%; with 100% employer match about $87,325 at 4% or $58,217 at 6%.
202023$1,036,185$173,802$57,934iApproximate average salary by contribution assumption: employee only about $1,448,350 at 4% or $965,567 at 6%; with 50% employer match about $965,567 at 4% or $643,711 at 6%; with 100% employer match about $724,175 at 4% or $482,783 at 6%.
COHEN & COHEN CASH BALANCE PLAN-2$566,641$155,000$77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$469,544$18,802$6,267iApproximate average salary by contribution assumption: employee only about $156,683 at 4% or $104,456 at 6%; with 50% employer match about $104,456 at 4% or $69,637 at 6%; with 100% employer match about $78,342 at 4% or $52,228 at 6%.
201923$842,703$137,644$45,881iApproximate average salary by contribution assumption: employee only about $1,147,033 at 4% or $764,689 at 6%; with 50% employer match about $764,689 at 4% or $509,793 at 6%; with 100% employer match about $573,517 at 4% or $382,344 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$445,256$16,774$5,591iApproximate average salary by contribution assumption: employee only about $139,783 at 4% or $93,189 at 6%; with 50% employer match about $93,189 at 4% or $62,126 at 6%; with 100% employer match about $69,892 at 4% or $46,594 at 6%.
COHEN & COHEN, LLP CASH BALANCE PLAN-2$397,447$120,870$60,435iApproximate average salary by contribution assumption: employee only about $1,510,875 at 4% or $1,007,250 at 6%; with 50% employer match about $1,007,250 at 4% or $671,500 at 6%; with 100% employer match about $755,438 at 4% or $503,625 at 6%.
201823$666,076$82,197$27,399iApproximate average salary by contribution assumption: employee only about $684,975 at 4% or $456,650 at 6%; with 50% employer match about $456,650 at 4% or $304,433 at 6%; with 100% employer match about $342,488 at 4% or $228,325 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$397,804$12,814$4,271iApproximate average salary by contribution assumption: employee only about $106,783 at 4% or $71,189 at 6%; with 50% employer match about $71,189 at 4% or $47,459 at 6%; with 100% employer match about $53,392 at 4% or $35,594 at 6%.
COHEN & COLEMAN CASH BALANCE PLAN-2$268,272$69,383$34,692iApproximate average salary by contribution assumption: employee only about $867,288 at 4% or $578,192 at 6%; with 50% employer match about $578,192 at 4% or $385,461 at 6%; with 100% employer match about $433,644 at 4% or $289,096 at 6%.
201723$596,312$139,607$46,536iApproximate average salary by contribution assumption: employee only about $1,163,392 at 4% or $775,594 at 6%; with 50% employer match about $775,594 at 4% or $517,063 at 6%; with 100% employer match about $581,696 at 4% or $387,797 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$393,797$43,274$14,425iApproximate average salary by contribution assumption: employee only about $360,617 at 4% or $240,411 at 6%; with 50% employer match about $240,411 at 4% or $160,274 at 6%; with 100% employer match about $180,308 at 4% or $120,206 at 6%.
COHEN & COLEMAN CASH BALANCE PLAN-2$202,515$96,333$48,167iApproximate average salary by contribution assumption: employee only about $1,204,163 at 4% or $802,775 at 6%; with 50% employer match about $802,775 at 4% or $535,183 at 6%; with 100% employer match about $602,081 at 4% or $401,388 at 6%.
201623$456,506$126,602$42,201iApproximate average salary by contribution assumption: employee only about $1,055,017 at 4% or $703,344 at 6%; with 50% employer match about $703,344 at 4% or $468,896 at 6%; with 100% employer match about $527,508 at 4% or $351,672 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$348,076$18,172$6,057iApproximate average salary by contribution assumption: employee only about $151,433 at 4% or $100,956 at 6%; with 50% employer match about $100,956 at 4% or $67,304 at 6%; with 100% employer match about $75,717 at 4% or $50,478 at 6%.
COHEN & COLEMAN CASH BALANCE PLAN-2$108,430$108,430$54,215iApproximate average salary by contribution assumption: employee only about $1,355,375 at 4% or $903,583 at 6%; with 50% employer match about $903,583 at 4% or $602,389 at 6%; with 100% employer match about $677,688 at 4% or $451,792 at 6%.
201512$326,490$59,863$29,932iApproximate average salary by contribution assumption: employee only about $748,288 at 4% or $498,858 at 6%; with 50% employer match about $498,858 at 4% or $332,572 at 6%; with 100% employer match about $374,144 at 4% or $249,429 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-2$326,490$59,863$29,932iApproximate average salary by contribution assumption: employee only about $748,288 at 4% or $498,858 at 6%; with 50% employer match about $498,858 at 4% or $332,572 at 6%; with 100% employer match about $374,144 at 4% or $249,429 at 6%.
201413$281,143$57,835$19,278iApproximate average salary by contribution assumption: employee only about $481,958 at 4% or $321,306 at 6%; with 50% employer match about $321,306 at 4% or $214,204 at 6%; with 100% employer match about $240,979 at 4% or $160,653 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$281,143$57,835$19,278iApproximate average salary by contribution assumption: employee only about $481,958 at 4% or $321,306 at 6%; with 50% employer match about $321,306 at 4% or $214,204 at 6%; with 100% employer match about $240,979 at 4% or $160,653 at 6%.
201313$224,693$57,523$19,174iApproximate average salary by contribution assumption: employee only about $479,358 at 4% or $319,572 at 6%; with 50% employer match about $319,572 at 4% or $213,048 at 6%; with 100% employer match about $239,679 at 4% or $159,786 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$224,693$57,523$19,174iApproximate average salary by contribution assumption: employee only about $479,358 at 4% or $319,572 at 6%; with 50% employer match about $319,572 at 4% or $213,048 at 6%; with 100% employer match about $239,679 at 4% or $159,786 at 6%.
201213$167,410$56,121$18,707iApproximate average salary by contribution assumption: employee only about $467,675 at 4% or $311,783 at 6%; with 50% employer match about $311,783 at 4% or $207,856 at 6%; with 100% employer match about $233,838 at 4% or $155,892 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$167,410$56,121$18,707iApproximate average salary by contribution assumption: employee only about $467,675 at 4% or $311,783 at 6%; with 50% employer match about $311,783 at 4% or $207,856 at 6%; with 100% employer match about $233,838 at 4% or $155,892 at 6%.
201113$108,769$57,753$19,251iApproximate average salary by contribution assumption: employee only about $481,275 at 4% or $320,850 at 6%; with 50% employer match about $320,850 at 4% or $213,900 at 6%; with 100% employer match about $240,638 at 4% or $160,425 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-3$108,769$57,753$19,251iApproximate average salary by contribution assumption: employee only about $481,275 at 4% or $320,850 at 6%; with 50% employer match about $320,850 at 4% or $213,900 at 6%; with 100% employer match about $240,638 at 4% or $160,425 at 6%.
201012$50,794$50,794$25,397iApproximate average salary by contribution assumption: employee only about $634,925 at 4% or $423,283 at 6%; with 50% employer match about $423,283 at 4% or $282,189 at 6%; with 100% employer match about $317,463 at 4% or $211,642 at 6%.
Cohen & Coleman & 401K Profit Sharing Plan & Trust-2$50,794$50,794$25,397iApproximate average salary by contribution assumption: employee only about $634,925 at 4% or $423,283 at 6%; with 50% employer match about $423,283 at 4% or $282,189 at 6%; with 100% employer match about $317,463 at 4% or $211,642 at 6%.