Civic Intelligence

Cohen Group

Plan context: Cohen Group 401 K Profit Sharing Plan Trust

EIN 76-0430871 • Houston, TX • 15 filings • 3 plans

30 N. Creekside CourtHouston, TX 77055
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$2,042

2023 Contributions

$8,802

Historical Graphs

Total Assets Over Time

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

$976,169$488,085$0200920162023YearValue
$2,042Latest year 2023

Participants Over Time

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

840200920162023YearValue
1Latest year 2023

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
202311$2,042$0-
Cohen Group 401 K Profit Sharing Plan Trust-1$2,042--
202211$1,746$0-
Cohen Group 401 K Profit Sharing Plan Trust-1$1,746--
202111$2,135$0-
Cohen Group 401 K Profit Sharing Plan Trust-1$2,135--
202012$23,044$8,802$4,401iApproximate average salary by contribution assumption: employee only about $110,025 at 4% or $73,350 at 6%; with 50% employer match about $73,350 at 4% or $48,900 at 6%; with 100% employer match about $55,013 at 4% or $36,675 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-2$23,044$8,802$4,401iApproximate average salary by contribution assumption: employee only about $110,025 at 4% or $73,350 at 6%; with 50% employer match about $73,350 at 4% or $48,900 at 6%; with 100% employer match about $55,013 at 4% or $36,675 at 6%.
201916$976,169$71,128$11,855iApproximate average salary by contribution assumption: employee only about $296,367 at 4% or $197,578 at 6%; with 50% employer match about $197,578 at 4% or $131,719 at 6%; with 100% employer match about $148,183 at 4% or $98,789 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$976,169$71,128$11,855iApproximate average salary by contribution assumption: employee only about $296,367 at 4% or $197,578 at 6%; with 50% employer match about $197,578 at 4% or $131,719 at 6%; with 100% employer match about $148,183 at 4% or $98,789 at 6%.
201816$815,891$81,419$13,570iApproximate average salary by contribution assumption: employee only about $339,246 at 4% or $226,164 at 6%; with 50% employer match about $226,164 at 4% or $150,776 at 6%; with 100% employer match about $169,623 at 4% or $113,082 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$815,891$81,419$13,570iApproximate average salary by contribution assumption: employee only about $339,246 at 4% or $226,164 at 6%; with 50% employer match about $226,164 at 4% or $150,776 at 6%; with 100% employer match about $169,623 at 4% or $113,082 at 6%.
201716$697,606$78,270$13,045iApproximate average salary by contribution assumption: employee only about $326,125 at 4% or $217,417 at 6%; with 50% employer match about $217,417 at 4% or $144,944 at 6%; with 100% employer match about $163,063 at 4% or $108,708 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$697,606$78,270$13,045iApproximate average salary by contribution assumption: employee only about $326,125 at 4% or $217,417 at 6%; with 50% employer match about $217,417 at 4% or $144,944 at 6%; with 100% employer match about $163,063 at 4% or $108,708 at 6%.
201617$687,839$84,217$12,031iApproximate average salary by contribution assumption: employee only about $300,775 at 4% or $200,517 at 6%; with 50% employer match about $200,517 at 4% or $133,678 at 6%; with 100% employer match about $150,388 at 4% or $100,258 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-7$687,839$84,217$12,031iApproximate average salary by contribution assumption: employee only about $300,775 at 4% or $200,517 at 6%; with 50% employer match about $200,517 at 4% or $133,678 at 6%; with 100% employer match about $150,388 at 4% or $100,258 at 6%.
201517$553,476$86,779$12,397iApproximate average salary by contribution assumption: employee only about $309,925 at 4% or $206,617 at 6%; with 50% employer match about $206,617 at 4% or $137,744 at 6%; with 100% employer match about $154,963 at 4% or $103,308 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-7$553,476$86,779$12,397iApproximate average salary by contribution assumption: employee only about $309,925 at 4% or $206,617 at 6%; with 50% employer match about $206,617 at 4% or $137,744 at 6%; with 100% employer match about $154,963 at 4% or $103,308 at 6%.
201416$473,085$67,958$11,326iApproximate average salary by contribution assumption: employee only about $283,158 at 4% or $188,772 at 6%; with 50% employer match about $188,772 at 4% or $125,848 at 6%; with 100% employer match about $141,579 at 4% or $94,386 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$473,085$67,958$11,326iApproximate average salary by contribution assumption: employee only about $283,158 at 4% or $188,772 at 6%; with 50% employer match about $188,772 at 4% or $125,848 at 6%; with 100% employer match about $141,579 at 4% or $94,386 at 6%.
201316$381,743$64,372$10,729iApproximate average salary by contribution assumption: employee only about $268,217 at 4% or $178,811 at 6%; with 50% employer match about $178,811 at 4% or $119,207 at 6%; with 100% employer match about $134,108 at 4% or $89,406 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$381,743$64,372$10,729iApproximate average salary by contribution assumption: employee only about $268,217 at 4% or $178,811 at 6%; with 50% employer match about $178,811 at 4% or $119,207 at 6%; with 100% employer match about $134,108 at 4% or $89,406 at 6%.
201216$265,875$52,095$8,683iApproximate average salary by contribution assumption: employee only about $217,063 at 4% or $144,708 at 6%; with 50% employer match about $144,708 at 4% or $96,472 at 6%; with 100% employer match about $108,531 at 4% or $72,354 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$265,875$52,095$8,683iApproximate average salary by contribution assumption: employee only about $217,063 at 4% or $144,708 at 6%; with 50% employer match about $144,708 at 4% or $96,472 at 6%; with 100% employer match about $108,531 at 4% or $72,354 at 6%.
201116$189,389$59,611$9,935iApproximate average salary by contribution assumption: employee only about $248,379 at 4% or $165,586 at 6%; with 50% employer match about $165,586 at 4% or $110,391 at 6%; with 100% employer match about $124,190 at 4% or $82,793 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$189,389$59,611$9,935iApproximate average salary by contribution assumption: employee only about $248,379 at 4% or $165,586 at 6%; with 50% employer match about $165,586 at 4% or $110,391 at 6%; with 100% employer match about $124,190 at 4% or $82,793 at 6%.
201016$133,864$64,068$10,678iApproximate average salary by contribution assumption: employee only about $266,950 at 4% or $177,967 at 6%; with 50% employer match about $177,967 at 4% or $118,644 at 6%; with 100% employer match about $133,475 at 4% or $88,983 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-6$133,864$64,068$10,678iApproximate average salary by contribution assumption: employee only about $266,950 at 4% or $177,967 at 6%; with 50% employer match about $177,967 at 4% or $118,644 at 6%; with 100% employer match about $133,475 at 4% or $88,983 at 6%.
200918$64,436$55,127$6,891iApproximate average salary by contribution assumption: employee only about $172,272 at 4% or $114,848 at 6%; with 50% employer match about $114,848 at 4% or $76,565 at 6%; with 100% employer match about $86,136 at 4% or $57,424 at 6%.
Cohen Group 401 K Profit Sharing Plan Trust-8$64,436$55,127$6,891iApproximate average salary by contribution assumption: employee only about $172,272 at 4% or $114,848 at 6%; with 50% employer match about $114,848 at 4% or $76,565 at 6%; with 100% employer match about $86,136 at 4% or $57,424 at 6%.