?>
Logo

JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN
Plan identification number 003

JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOSEPH B. COHAN & ASSOCIATES P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH B. COHAN & ASSOCIATES P.C.
Employer identification number (EIN):261615974
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01PAUL M. DEPRISCO2023-09-26
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01PAUL DEPRISCO2016-06-21
0032014-01-01PAUL DEPRISCO2016-06-21
0032013-01-01PAUL DEPRISCO2016-06-21
0032012-01-01PAUL DEPRISCO
0032011-01-01PAUL DEPRISCO
0032010-01-01PAUL DEPRISCO
0032009-01-01PAUL DEPRISCO

Plan Statistics for JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN

Measure Date Value
2012: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN

Measure Date Value
2012 : JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$301,859
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,143,046
Total plan assets at beginning of year2012-12-31$1,841,187
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$95,089
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$144,262
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$301,859
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,143,046
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,841,187
Assets. Value of participant loans2012-12-31$360
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$62,508
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,814
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,841,187
Total plan assets at beginning of year2011-12-31$1,722,373
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$99,253
Other income received2011-12-31$-52,439
Net income (gross income less expenses)2011-12-31$118,814
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,841,187
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,722,373
Assets. Value of participant loans2011-12-31$3,409
Assets. Value of real-estate (other than employer real property)2011-12-31$41,005
Total contributions received or receivable from employer(s)2011-12-31$72,000
2010 : JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$297,132
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,722,373
Total plan assets at beginning of year2010-12-31$1,425,241
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$119,795
Other income received2010-12-31$104,442
Net income (gross income less expenses)2010-12-31$297,132
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,722,373
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,425,241
Assets. Value of real-estate (other than employer real property)2010-12-31$40,415
Total contributions received or receivable from employer(s)2010-12-31$72,895
2009 : JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources2009-12-31$284,526
Expenses. Total of all expenses incurred2009-12-31$0
Total plan assets at end of year2009-12-31$1,425,241
Total plan assets at beginning of year2009-12-31$1,140,715
Value of fidelity bond covering the plan2009-12-31$150,000
Total contributions received or receivable from participants2009-12-31$93,478
Other income received2009-12-31$124,908
Net income (gross income less expenses)2009-12-31$284,526
Net plan assets at end of year (total assets less liabilities)2009-12-31$1,425,241
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$1,140,715
Assets. Value of real-estate (other than employer real property)2009-12-31$40,415
Total contributions received or receivable from employer(s)2009-12-31$66,140

Form 5500 Responses for JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN

2012: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH B. COHAN & ASSOCIATES P. C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3