Cohen Financial Services
Plan context: Cohen Financial Services 401(K) Plan
EIN 75-2458977 • 22 filings • 6 plans
Current Snapshot
Latest Year
2022
2022 Participants
5
2022 Assets
$794,431
2022 Contributions
$16,509
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 5 | $794,431 | $16,509 | $3,302iApproximate average salary by contribution assumption: employee only about $82,545 at 4% or $55,030 at 6%; with 50% employer match about $55,030 at 4% or $36,687 at 6%; with 100% employer match about $41,273 at 4% or $27,515 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 5 | $794,431 | $16,509 | $3,302iApproximate average salary by contribution assumption: employee only about $82,545 at 4% or $55,030 at 6%; with 50% employer match about $55,030 at 4% or $36,687 at 6%; with 100% employer match about $41,273 at 4% or $27,515 at 6%. |
| 2021 | 1 | 8 | $1,391,172 | $19,669 | $2,459iApproximate average salary by contribution assumption: employee only about $61,466 at 4% or $40,977 at 6%; with 50% employer match about $40,977 at 4% or $27,318 at 6%; with 100% employer match about $30,733 at 4% or $20,489 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 8 | $1,391,172 | $19,669 | $2,459iApproximate average salary by contribution assumption: employee only about $61,466 at 4% or $40,977 at 6%; with 50% employer match about $40,977 at 4% or $27,318 at 6%; with 100% employer match about $30,733 at 4% or $20,489 at 6%. |
| 2020 | 1 | 9 | $1,152,495 | $19,669 | $2,185iApproximate average salary by contribution assumption: employee only about $54,636 at 4% or $36,424 at 6%; with 50% employer match about $36,424 at 4% or $24,283 at 6%; with 100% employer match about $27,318 at 4% or $18,212 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 9 | $1,152,495 | $19,669 | $2,185iApproximate average salary by contribution assumption: employee only about $54,636 at 4% or $36,424 at 6%; with 50% employer match about $36,424 at 4% or $24,283 at 6%; with 100% employer match about $27,318 at 4% or $18,212 at 6%. |
| 2019 | 1 | 8 | $978,815 | $19,785 | $2,473iApproximate average salary by contribution assumption: employee only about $61,828 at 4% or $41,219 at 6%; with 50% employer match about $41,219 at 4% or $27,479 at 6%; with 100% employer match about $30,914 at 4% or $20,609 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 8 | $978,815 | $19,785 | $2,473iApproximate average salary by contribution assumption: employee only about $61,828 at 4% or $41,219 at 6%; with 50% employer match about $41,219 at 4% or $27,479 at 6%; with 100% employer match about $30,914 at 4% or $20,609 at 6%. |
| 2018 | 1 | 8 | $879,470 | $19,796 | $2,475iApproximate average salary by contribution assumption: employee only about $61,863 at 4% or $41,242 at 6%; with 50% employer match about $41,242 at 4% or $27,494 at 6%; with 100% employer match about $30,931 at 4% or $20,621 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 8 | $879,470 | $19,796 | $2,475iApproximate average salary by contribution assumption: employee only about $61,863 at 4% or $41,242 at 6%; with 50% employer match about $41,242 at 4% or $27,494 at 6%; with 100% employer match about $30,931 at 4% or $20,621 at 6%. |
| 2017 | 1 | 8 | $905,615 | $20,850 | $2,606iApproximate average salary by contribution assumption: employee only about $65,156 at 4% or $43,438 at 6%; with 50% employer match about $43,438 at 4% or $28,958 at 6%; with 100% employer match about $32,578 at 4% or $21,719 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 8 | $905,615 | $20,850 | $2,606iApproximate average salary by contribution assumption: employee only about $65,156 at 4% or $43,438 at 6%; with 50% employer match about $43,438 at 4% or $28,958 at 6%; with 100% employer match about $32,578 at 4% or $21,719 at 6%. |
| 2016 | 1 | 11 | $806,223 | $30,113 | $2,738iApproximate average salary by contribution assumption: employee only about $68,439 at 4% or $45,626 at 6%; with 50% employer match about $45,626 at 4% or $30,417 at 6%; with 100% employer match about $34,219 at 4% or $22,813 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 11 | $806,223 | $30,113 | $2,738iApproximate average salary by contribution assumption: employee only about $68,439 at 4% or $45,626 at 6%; with 50% employer match about $45,626 at 4% or $30,417 at 6%; with 100% employer match about $34,219 at 4% or $22,813 at 6%. |
| 2015 | 1 | 11 | $745,332 | $29,320 | $2,665iApproximate average salary by contribution assumption: employee only about $66,636 at 4% or $44,424 at 6%; with 50% employer match about $44,424 at 4% or $29,616 at 6%; with 100% employer match about $33,318 at 4% or $22,212 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 11 | $745,332 | $29,320 | $2,665iApproximate average salary by contribution assumption: employee only about $66,636 at 4% or $44,424 at 6%; with 50% employer match about $44,424 at 4% or $29,616 at 6%; with 100% employer match about $33,318 at 4% or $22,212 at 6%. |
| 2014 | 1 | 11 | $846,272 | $24,975 | $2,270iApproximate average salary by contribution assumption: employee only about $56,761 at 4% or $37,841 at 6%; with 50% employer match about $37,841 at 4% or $25,227 at 6%; with 100% employer match about $28,381 at 4% or $18,920 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 11 | $846,272 | $24,975 | $2,270iApproximate average salary by contribution assumption: employee only about $56,761 at 4% or $37,841 at 6%; with 50% employer match about $37,841 at 4% or $25,227 at 6%; with 100% employer match about $28,381 at 4% or $18,920 at 6%. |
| 2013 | 1 | 9 | $808,547 | $94,925 | $10,547iApproximate average salary by contribution assumption: employee only about $263,681 at 4% or $175,787 at 6%; with 50% employer match about $175,787 at 4% or $117,191 at 6%; with 100% employer match about $131,840 at 4% or $87,894 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 9 | $808,547 | $94,925 | $10,547iApproximate average salary by contribution assumption: employee only about $263,681 at 4% or $175,787 at 6%; with 50% employer match about $175,787 at 4% or $117,191 at 6%; with 100% employer match about $131,840 at 4% or $87,894 at 6%. |
| 2011 | 1 | 27 | $642,757 | $131,781 | $4,881iApproximate average salary by contribution assumption: employee only about $122,019 at 4% or $81,346 at 6%; with 50% employer match about $81,346 at 4% or $54,231 at 6%; with 100% employer match about $61,010 at 4% or $40,673 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 27 | $642,757 | $131,781 | $4,881iApproximate average salary by contribution assumption: employee only about $122,019 at 4% or $81,346 at 6%; with 50% employer match about $81,346 at 4% or $54,231 at 6%; with 100% employer match about $61,010 at 4% or $40,673 at 6%. |
| 2010 | 1 | 28 | $541,887 | $146,956 | $5,248iApproximate average salary by contribution assumption: employee only about $131,211 at 4% or $87,474 at 6%; with 50% employer match about $87,474 at 4% or $58,316 at 6%; with 100% employer match about $65,605 at 4% or $43,737 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 28 | $541,887 | $146,956 | $5,248iApproximate average salary by contribution assumption: employee only about $131,211 at 4% or $87,474 at 6%; with 50% employer match about $87,474 at 4% or $58,316 at 6%; with 100% employer match about $65,605 at 4% or $43,737 at 6%. |
| 2009 | 1 | 8 | $394,931 | $48,031 | $6,004iApproximate average salary by contribution assumption: employee only about $150,097 at 4% or $100,065 at 6%; with 50% employer match about $100,065 at 4% or $66,710 at 6%; with 100% employer match about $75,048 at 4% or $50,032 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 8 | $394,931 | $48,031 | $6,004iApproximate average salary by contribution assumption: employee only about $150,097 at 4% or $100,065 at 6%; with 50% employer match about $100,065 at 4% or $66,710 at 6%; with 100% employer match about $75,048 at 4% or $50,032 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 0 | - | - | - |
| 2006 | 1 | 8 | $256,296 | $47,237 | $5,905iApproximate average salary by contribution assumption: employee only about $147,616 at 4% or $98,410 at 6%; with 50% employer match about $98,410 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,205 at 6%. |
| Cohen Financial Services 401(K) Plan | - | 8 | $256,296 | $47,237 | $5,905iApproximate average salary by contribution assumption: employee only about $147,616 at 4% or $98,410 at 6%; with 50% employer match about $98,410 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,205 at 6%. |
| 2005 | 1 | 0 | $209,059 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 0 | $209,059 | - | - |
| 2004 | 1 | 0 | $165,373 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 0 | $165,373 | - | - |
| 2003 | 1 | 0 | $115,585 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 0 | $115,585 | - | - |
| 2002 | 1 | 16 | $0 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 16 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 13 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Cohen Financial Services 401(K) Plan | - | 5 | - | - | - |