Plan5500

Jonathan M Cohen LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jonathan M Cohen LLC (EIN 27-3051581) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-3051581
Location
Philadelphia, PA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jonathan M Cohen LLC

  • 1 loaded plans hold $1.1M in reported assets.
  • The largest, Jonathan M Cohen LLC 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 7 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,126,120
Total reported assets$1.1M$1,126,120
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$11.9K
Participant contributions$26.2K
Total income / additions$246.9K
Expenses & distributions
Benefits paid / distributions$10.7K
Total expenses$15.3K
Net increase / (decrease)$231.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Jonathan M Cohen LLC 401(K) Profit Sharing Plan And Trust
Participants per plan7Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jonathan M Cohen LLC 401(K) Profit Sharing Plan And Trust$1.1M
    Plan #001 · 7 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jonathan M Cohen LLC. Open one for its full reported snapshot.

  1. 2023
    Jonathan M Cohen LLC 401(K) Profit Sharing Plan And Trust7 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jonathan M Cohen LLC report on Form 5500?
Jonathan M Cohen LLC (EIN 27-3051581) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jonathan M Cohen LLC?
The Employer Identification Number (EIN) reported for Jonathan M Cohen LLC is 27-3051581.
What is the latest Form 5500 filing year for Jonathan M Cohen LLC?
The latest loaded Form 5500 filing year for Jonathan M Cohen LLC is 2023.

Related Form 5500 pages