Cohn Family Corporate Profit Sharing Plan — Form 5500 plan (Advertising Specialty Institute, Inc.)
Plain-English plan 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, Cohn Family Corporate Profit Sharing Plan is a benefit plan reported by Advertising Specialty Institute, Inc. under EIN 23-1608621 and plan number 001. The latest loaded filing year is 2023. The filing reports 648 participants and $70,998,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advertising Specialty Institute, Inc.
- EIN
- 23-1608621
- Plan number
- 001
- Plan type
- 2
- Location
- Trevose, PA
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $70,998,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20240708152245NAL0012531121002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,998,019
- Net assets (EOY)
- $70,998,019
- Net assets (BOY)
- $58,776,886
Income & contributions
- Employer contributions
- $1,234,265
- Participant contributions
- $3,298,160
- Total contributions
- $4,540,900
- Total income / additions
- $16,246,067
Expenses & distributions
- Benefits paid
- $3,872,591
- Administrative expenses
- $151,956
- Total expenses
- $4,024,934
- Net increase / (decrease)
- $12,221,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $101,812 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $50,069 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $54 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advertising Specialty Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Trevose, PA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation