2023 Form 5500 filing — Cohen & Steers Capital Management, Inc. 401(K) Employee Savings & Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919104724NAL0003474547002) for Cohen & Steers Capital Management, Inc. 401(K) Employee Savings & Profit Sharing Plan, reported by Cohen & Steers Capital Management, Inc. under EIN 13-3353336 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$131.2MReported net assets$131,237,312
Participants506
Provider compensation$47.4K1 Schedule C row(s)$47,408
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919104724NAL0003474547002
Plan sponsor
Cohen & Steers Capital Management, Inc.
EIN
13-3353336
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$131.2M total assets
Net assets$131.2MLiabilities
Money in vs. money out
Total income / additions$30.7M
Total expenses$3.2M
Benefits paid / distributions$3.2M
Contributions
Employer$3.1M
Participant$7.3M
Full reported line items
Total assets (EOY)
$131,237,312
Net assets (EOY)
$131,237,312
Employer contributions
$3,083,844
Participant contributions
$7,299,913
Total income / additions
$30,710,261
Benefits paid
$3,164,201
Administrative expenses
$47,408
Total expenses
$3,212,621
Net increase / (decrease)
$27,497,640
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $47.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919104724NAL0003474547002 cover?
It is the 2023 Form 5500 filing for Cohen & Steers Capital Management, Inc. 401(K) Employee Savings & Profit Sharing Plan, reported by Cohen & Steers Capital Management, Inc. (EIN 13-3353336).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages