2023 Form 5500 filing — Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership 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 20250213162544NAL0022497937001) for Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan, reported by Cohen Ventures, Inc Dba Energy Solutions under EIN 94-3374199 and plan number 003. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.5MReported net assets$46,549,331
Participants375
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250213162544NAL0022497937001
- Plan sponsor
- Cohen Ventures, Inc Dba Energy Solutions
- EIN
- 94-3374199
- Plan number
- 003
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
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)$48.8M total assets
Net assets$46.5MLiabilities$2.3M
Full reported line items
- Total assets (EOY)
- $48,840,087
- Total liabilities (EOY)
- $2,290,756
- Net assets (EOY)
- $46,549,331
- Employer contributions
- $0
- Total income / additions
- $16,394,486
- Benefits paid
- $494,142
- Administrative expenses
- $4,117
- Total expenses
- $548,482
- Net increase / (decrease)
- $15,846,004