2023 Form 5500 filing — Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings 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 20241014130318NAL0014965011001) for Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan, reported by Cohen Milstein Sellers & Toll, Pllc under EIN 52-1465235 and plan number 002. It reports 257 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)$81.5MReported net assets$81,454,202
Participants257
Provider compensation$68.3K2 Schedule C row(s)$68,332
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130318NAL0014965011001
Plan sponsor
Cohen Milstein Sellers & Toll, Pllc
EIN
52-1465235
Plan number
002
Location
Washington, DC
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)$81.5M total assets
Net assets$81.5MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$2.5M
Participant$2.9M
Full reported line items
Total assets (EOY)
$81,454,202
Total liabilities (EOY)
$0
Net assets (EOY)
$81,454,202
Employer contributions
$2,477,039
Participant contributions
$2,913,787
Total income / additions
$16,935,970
Benefits paid
$1,978,970
Administrative expenses
$67,582
Total expenses
$2,046,552
Net increase / (decrease)
$14,889,418
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $45K
  2. 2
    NONE · Direct $23.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130318NAL0014965011001 cover?
It is the 2023 Form 5500 filing for Cohen Milstein Sellers & Toll Profit Sharing And Retirement Savings Plan, reported by Cohen Milstein Sellers & Toll, Pllc (EIN 52-1465235).
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