401k Plan data: COHEN & SIEGEL, LLP PROFIT SHARING PLAN plan

COHEN & SIEGEL, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	COHEN & SIEGEL, LLP PROFIT SHARING PLAN
Plan identification number	001

COHEN & SIEGEL, LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COHEN & SIEGEL, LLP has sponsored the creation of one or more 401k plans.

Company Name: COHEN & SIEGEL, LLP

Employer identification number (EIN): 134219947

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COHEN & SIEGEL, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ADAM COHEN 2023-06-19
001 2021-01-01 ADAM COHEN 2022-06-20
001 2020-01-01 ADAM COHEN 2021-07-27
001 2018-01-01 ADAM COHEN 2019-07-27
001 2017-01-01 ADAM COHEN 2018-06-25
001 2016-01-01 ADAM COHEN 2017-07-31
001 2015-01-01 ADAM COHEN 2016-10-02
001 2014-01-01 ADAM COHEN 2015-06-17
001 2013-01-01 ADAM COHEN 2014-09-20
001 2012-01-01 ADAM COHEN
001 2011-01-01 ADAM COHEN
001 2009-01-01 ADAM COHEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ADAM COHEN	2023-06-19
001	2021-01-01	ADAM COHEN	2022-06-20
001	2020-01-01	ADAM COHEN	2021-07-27
001	2018-01-01	ADAM COHEN	2019-07-27
001	2017-01-01	ADAM COHEN	2018-06-25
001	2016-01-01	ADAM COHEN	2017-07-31
001	2015-01-01	ADAM COHEN	2016-10-02
001	2014-01-01	ADAM COHEN	2015-06-17
001	2013-01-01	ADAM COHEN	2014-09-20
001	2012-01-01	ADAM COHEN
001	2011-01-01	ADAM COHEN
001	2009-01-01	ADAM COHEN

Plan Statistics for COHEN & SIEGEL, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for COHEN & SIEGEL, LLP PROFIT SHARING PLAN

Measure Date Value
2012: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COHEN & SIEGEL, LLP PROFIT SHARING PLAN

Measure	Date	Value
2012 : COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$118,278
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$433,389
Total plan assets at beginning of year	2012-12-31	$315,111
Total contributions received or receivable from participants	2012-12-31	$46,182
Other income received	2012-12-31	$48,107
Net income (gross income less expenses)	2012-12-31	$118,278
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$433,389
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$315,111
Total contributions received or receivable from employer(s)	2012-12-31	$23,989
2011 : COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$45,406
Expenses. Total of all expenses incurred	2011-12-31	$763
Benefits paid (including direct rollovers)	2011-12-31	$763
Total plan assets at end of year	2011-12-31	$315,111
Total plan assets at beginning of year	2011-12-31	$270,468
Total contributions received or receivable from participants	2011-12-31	$34,880
Other income received	2011-12-31	$-10,828
Net income (gross income less expenses)	2011-12-31	$44,643
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$315,111
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$270,468
Total contributions received or receivable from employer(s)	2011-12-31	$21,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$78,969
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$270,468
Total plan assets at beginning of year	2010-12-31	$191,499
Total contributions received or receivable from participants	2010-12-31	$34,824
Other income received	2010-12-31	$24,433
Net income (gross income less expenses)	2010-12-31	$78,969
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$270,468
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$191,499
Total contributions received or receivable from employer(s)	2010-12-31	$19,712

Form 5500 Responses for COHEN & SIEGEL, LLP PROFIT SHARING PLAN

2012: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COHEN & SIEGEL, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COHEN & SIEGEL, LLP
Employer identification number (EIN):	134219947
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers