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, M. Cohen & Sons, Inc. 401(K) Plan is a benefit plan reported by M. Cohen & Sons, Inc. under EIN 23-1660294 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $4,601,657 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,601,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,601,657
- Net assets (BOY)
- $3,929,678
Income & contributions
- Participant contributions
- $263,895
- Total contributions
- $276,633
- Total income / additions
- $1,111,274
Expenses & distributions
- Benefits paid
- $409,041
- Administrative expenses
- $30,254
- Total expenses
- $439,295
- Net increase / (decrease)
- $671,979