Civic Intelligence

The Cohen Group

Plan context: The Cohen Group Salary Deferral Plan

EIN 94-2907154 • San Mateo, CA • 25 filings • 2 plans

1660 S. Amphlett BlvdSuite 110San Mateo, CA 94402
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$5,950,185

2022 Contributions

$103,350

Historical Graphs

Total Assets Over Time

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

$5,950,185$2,975,093$0199920102021YearValue
$5,950,185Latest year 2021

Participants Over Time

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

950199920102021YearValue
5Latest 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
202210$0$0-
The Cohen Group Salary Deferral Plan-0$0$0-
202115$5,950,185$103,350$20,670iApproximate average salary by contribution assumption: employee only about $516,750 at 4% or $344,500 at 6%; with 50% employer match about $344,500 at 4% or $229,667 at 6%; with 100% employer match about $258,375 at 4% or $172,250 at 6%.
The Cohen Group Salary Deferral Plan-5$5,950,185$103,350$20,670iApproximate average salary by contribution assumption: employee only about $516,750 at 4% or $344,500 at 6%; with 50% employer match about $344,500 at 4% or $229,667 at 6%; with 100% employer match about $258,375 at 4% or $172,250 at 6%.
202015$5,099,572$103,966$20,793iApproximate average salary by contribution assumption: employee only about $519,830 at 4% or $346,553 at 6%; with 50% employer match about $346,553 at 4% or $231,036 at 6%; with 100% employer match about $259,915 at 4% or $173,277 at 6%.
The Cohen Group Salary Deferral Plan-5$5,099,572$103,966$20,793iApproximate average salary by contribution assumption: employee only about $519,830 at 4% or $346,553 at 6%; with 50% employer match about $346,553 at 4% or $231,036 at 6%; with 100% employer match about $259,915 at 4% or $173,277 at 6%.
201915$4,436,637$96,769$19,354iApproximate average salary by contribution assumption: employee only about $483,845 at 4% or $322,563 at 6%; with 50% employer match about $322,563 at 4% or $215,042 at 6%; with 100% employer match about $241,923 at 4% or $161,282 at 6%.
The Cohen Group Salary Deferral Plan-5$4,436,637$96,769$19,354iApproximate average salary by contribution assumption: employee only about $483,845 at 4% or $322,563 at 6%; with 50% employer match about $322,563 at 4% or $215,042 at 6%; with 100% employer match about $241,923 at 4% or $161,282 at 6%.
201816$3,574,352$125,068$20,845iApproximate average salary by contribution assumption: employee only about $521,117 at 4% or $347,411 at 6%; with 50% employer match about $347,411 at 4% or $231,607 at 6%; with 100% employer match about $260,558 at 4% or $173,706 at 6%.
The Cohen Group Salary Deferral Plan-6$3,574,352$125,068$20,845iApproximate average salary by contribution assumption: employee only about $521,117 at 4% or $347,411 at 6%; with 50% employer match about $347,411 at 4% or $231,607 at 6%; with 100% employer match about $260,558 at 4% or $173,706 at 6%.
201716$3,612,368$126,225$21,038iApproximate average salary by contribution assumption: employee only about $525,938 at 4% or $350,625 at 6%; with 50% employer match about $350,625 at 4% or $233,750 at 6%; with 100% employer match about $262,969 at 4% or $175,313 at 6%.
The Cohen Group Salary Deferral Plan-6$3,612,368$126,225$21,038iApproximate average salary by contribution assumption: employee only about $525,938 at 4% or $350,625 at 6%; with 50% employer match about $350,625 at 4% or $233,750 at 6%; with 100% employer match about $262,969 at 4% or $175,313 at 6%.
201616$3,051,629$124,218$20,703iApproximate average salary by contribution assumption: employee only about $517,575 at 4% or $345,050 at 6%; with 50% employer match about $345,050 at 4% or $230,033 at 6%; with 100% employer match about $258,788 at 4% or $172,525 at 6%.
The Cohen Group Salary Deferral Plan-6$3,051,629$124,218$20,703iApproximate average salary by contribution assumption: employee only about $517,575 at 4% or $345,050 at 6%; with 50% employer match about $345,050 at 4% or $230,033 at 6%; with 100% employer match about $258,788 at 4% or $172,525 at 6%.
201518$2,719,011$142,359$17,795iApproximate average salary by contribution assumption: employee only about $444,872 at 4% or $296,581 at 6%; with 50% employer match about $296,581 at 4% or $197,721 at 6%; with 100% employer match about $222,436 at 4% or $148,291 at 6%.
The Cohen Group Salary Deferral Plan-8$2,719,011$142,359$17,795iApproximate average salary by contribution assumption: employee only about $444,872 at 4% or $296,581 at 6%; with 50% employer match about $296,581 at 4% or $197,721 at 6%; with 100% employer match about $222,436 at 4% or $148,291 at 6%.
201416$3,340,102$151,379$25,230iApproximate average salary by contribution assumption: employee only about $630,746 at 4% or $420,497 at 6%; with 50% employer match about $420,497 at 4% or $280,331 at 6%; with 100% employer match about $315,373 at 4% or $210,249 at 6%.
The Cohen Group Salary Deferral Plan-6$3,340,102$151,379$25,230iApproximate average salary by contribution assumption: employee only about $630,746 at 4% or $420,497 at 6%; with 50% employer match about $420,497 at 4% or $280,331 at 6%; with 100% employer match about $315,373 at 4% or $210,249 at 6%.
201318$2,958,080$145,899$18,237iApproximate average salary by contribution assumption: employee only about $455,934 at 4% or $303,956 at 6%; with 50% employer match about $303,956 at 4% or $202,638 at 6%; with 100% employer match about $227,967 at 4% or $151,978 at 6%.
The Cohen Group Salary Deferral Plan-8$2,958,080$145,899$18,237iApproximate average salary by contribution assumption: employee only about $455,934 at 4% or $303,956 at 6%; with 50% employer match about $303,956 at 4% or $202,638 at 6%; with 100% employer match about $227,967 at 4% or $151,978 at 6%.
201218$2,460,728$146,681$18,335iApproximate average salary by contribution assumption: employee only about $458,378 at 4% or $305,585 at 6%; with 50% employer match about $305,585 at 4% or $203,724 at 6%; with 100% employer match about $229,189 at 4% or $152,793 at 6%.
The Cohen Group Salary Deferral Plan-8$2,460,728$146,681$18,335iApproximate average salary by contribution assumption: employee only about $458,378 at 4% or $305,585 at 6%; with 50% employer match about $305,585 at 4% or $203,724 at 6%; with 100% employer match about $229,189 at 4% or $152,793 at 6%.
201118$2,192,103$143,797$17,975iApproximate average salary by contribution assumption: employee only about $449,366 at 4% or $299,577 at 6%; with 50% employer match about $299,577 at 4% or $199,718 at 6%; with 100% employer match about $224,683 at 4% or $149,789 at 6%.
The Cohen Group Salary Deferral Plan-8$2,192,103$143,797$17,975iApproximate average salary by contribution assumption: employee only about $449,366 at 4% or $299,577 at 6%; with 50% employer match about $299,577 at 4% or $199,718 at 6%; with 100% employer match about $224,683 at 4% or $149,789 at 6%.
201019$2,299,903$147,521$16,391iApproximate average salary by contribution assumption: employee only about $409,781 at 4% or $273,187 at 6%; with 50% employer match about $273,187 at 4% or $182,125 at 6%; with 100% employer match about $204,890 at 4% or $136,594 at 6%.
The Cohen Group Salary Deferral Plan-9$2,299,903$147,521$16,391iApproximate average salary by contribution assumption: employee only about $409,781 at 4% or $273,187 at 6%; with 50% employer match about $273,187 at 4% or $182,125 at 6%; with 100% employer match about $204,890 at 4% or $136,594 at 6%.
200919$1,863,882$160,710$17,857iApproximate average salary by contribution assumption: employee only about $446,417 at 4% or $297,611 at 6%; with 50% employer match about $297,611 at 4% or $198,407 at 6%; with 100% employer match about $223,208 at 4% or $148,806 at 6%.
The Cohen Group Salary Deferral Plan-9$1,863,882$160,710$17,857iApproximate average salary by contribution assumption: employee only about $446,417 at 4% or $297,611 at 6%; with 50% employer match about $297,611 at 4% or $198,407 at 6%; with 100% employer match about $223,208 at 4% or $148,806 at 6%.
200817$1,390,693$138,005$19,715iApproximate average salary by contribution assumption: employee only about $492,875 at 4% or $328,583 at 6%; with 50% employer match about $328,583 at 4% or $219,056 at 6%; with 100% employer match about $246,438 at 4% or $164,292 at 6%.
The Cohen Group Salary Deferral Plan-7$1,390,693$138,005$19,715iApproximate average salary by contribution assumption: employee only about $492,875 at 4% or $328,583 at 6%; with 50% employer match about $328,583 at 4% or $219,056 at 6%; with 100% employer match about $246,438 at 4% or $164,292 at 6%.
200716$1,837,627$126,293$21,049iApproximate average salary by contribution assumption: employee only about $526,221 at 4% or $350,814 at 6%; with 50% employer match about $350,814 at 4% or $233,876 at 6%; with 100% employer match about $263,110 at 4% or $175,407 at 6%.
The Cohen Group Salary Deferral Plan-6$1,837,627$126,293$21,049iApproximate average salary by contribution assumption: employee only about $526,221 at 4% or $350,814 at 6%; with 50% employer match about $350,814 at 4% or $233,876 at 6%; with 100% employer match about $263,110 at 4% or $175,407 at 6%.
200617$1,596,674$120,118$17,160iApproximate average salary by contribution assumption: employee only about $428,993 at 4% or $285,995 at 6%; with 50% employer match about $285,995 at 4% or $190,663 at 6%; with 100% employer match about $214,496 at 4% or $142,998 at 6%.
The Cohen Group Salary Deferral Plan-7$1,596,674$120,118$17,160iApproximate average salary by contribution assumption: employee only about $428,993 at 4% or $285,995 at 6%; with 50% employer match about $285,995 at 4% or $190,663 at 6%; with 100% employer match about $214,496 at 4% or $142,998 at 6%.
200517$1,330,445$99,141$14,163iApproximate average salary by contribution assumption: employee only about $354,075 at 4% or $236,050 at 6%; with 50% employer match about $236,050 at 4% or $157,367 at 6%; with 100% employer match about $177,038 at 4% or $118,025 at 6%.
The Cohen Group Salary Deferral Plan-7$1,330,445$99,141$14,163iApproximate average salary by contribution assumption: employee only about $354,075 at 4% or $236,050 at 6%; with 50% employer match about $236,050 at 4% or $157,367 at 6%; with 100% employer match about $177,038 at 4% or $118,025 at 6%.
200417$1,128,013$109,928$15,704iApproximate average salary by contribution assumption: employee only about $392,600 at 4% or $261,733 at 6%; with 50% employer match about $261,733 at 4% or $174,489 at 6%; with 100% employer match about $196,300 at 4% or $130,867 at 6%.
The Cohen Group Salary Deferral Plan-7$1,128,013$109,928$15,704iApproximate average salary by contribution assumption: employee only about $392,600 at 4% or $261,733 at 6%; with 50% employer match about $261,733 at 4% or $174,489 at 6%; with 100% employer match about $196,300 at 4% or $130,867 at 6%.
200316$956,056$100,149$16,692iApproximate average salary by contribution assumption: employee only about $417,288 at 4% or $278,192 at 6%; with 50% employer match about $278,192 at 4% or $185,461 at 6%; with 100% employer match about $208,644 at 4% or $139,096 at 6%.
The Cohen Group Salary Deferral Plan-6$956,056$100,149$16,692iApproximate average salary by contribution assumption: employee only about $417,288 at 4% or $278,192 at 6%; with 50% employer match about $278,192 at 4% or $185,461 at 6%; with 100% employer match about $208,644 at 4% or $139,096 at 6%.
200225$752,589$83,171$16,634iApproximate average salary by contribution assumption: employee only about $415,855 at 4% or $277,237 at 6%; with 50% employer match about $277,237 at 4% or $184,824 at 6%; with 100% employer match about $207,928 at 4% or $138,618 at 6%.
The Cohen Group Salary Deferral Plan-5$752,589$83,171$16,634iApproximate average salary by contribution assumption: employee only about $415,855 at 4% or $277,237 at 6%; with 50% employer match about $277,237 at 4% or $184,824 at 6%; with 100% employer match about $207,928 at 4% or $138,618 at 6%.
THE COHEN GROUP PREMIUM PAYMENT PLAN-1---
200116$776,378$66,289$11,048iApproximate average salary by contribution assumption: employee only about $276,204 at 4% or $184,136 at 6%; with 50% employer match about $184,136 at 4% or $122,757 at 6%; with 100% employer match about $138,102 at 4% or $92,068 at 6%.
The Cohen Group Salary Deferral Plan-6$776,378$66,289$11,048iApproximate average salary by contribution assumption: employee only about $276,204 at 4% or $184,136 at 6%; with 50% employer match about $184,136 at 4% or $122,757 at 6%; with 100% employer match about $138,102 at 4% or $92,068 at 6%.
200017$915,984$67,729$9,676iApproximate average salary by contribution assumption: employee only about $241,889 at 4% or $161,260 at 6%; with 50% employer match about $161,260 at 4% or $107,506 at 6%; with 100% employer match about $120,945 at 4% or $80,630 at 6%.
The Cohen Group Salary Deferral Plan-7$915,984$67,729$9,676iApproximate average salary by contribution assumption: employee only about $241,889 at 4% or $161,260 at 6%; with 50% employer match about $161,260 at 4% or $107,506 at 6%; with 100% employer match about $120,945 at 4% or $80,630 at 6%.
199916$1,029,212$53,578$8,930iApproximate average salary by contribution assumption: employee only about $223,242 at 4% or $148,828 at 6%; with 50% employer match about $148,828 at 4% or $99,219 at 6%; with 100% employer match about $111,621 at 4% or $74,414 at 6%.
The Cohen Group Salary Deferral Plan-6$1,029,212$53,578$8,930iApproximate average salary by contribution assumption: employee only about $223,242 at 4% or $148,828 at 6%; with 50% employer match about $148,828 at 4% or $99,219 at 6%; with 100% employer match about $111,621 at 4% or $74,414 at 6%.