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THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • 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

THE LAW OFFICES OF JEFF COHEN has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF JEFF COHEN
Employer identification number (EIN):263910340
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BONNIE CUNNINGHAM2024-06-01
0012022-01-01VICKIE VIRZ2023-06-06
0012021-01-01VICKIE VIRZ2022-06-04
0012020-01-01VICKIE VIRZ2021-09-09
0012019-01-01VICKIE VIRZ2020-07-21
0012018-01-01VICKIE VIRZ2019-06-13
0012017-01-01AUTUMN GALGANO2018-07-30
0012015-01-01JEFF COHEN2016-07-18
0012014-01-01JEFF COHEN2015-07-22
0012013-01-01JEFF COHEN2014-06-27
0012012-01-01THE LAW OFFICES OF JEFF COHEN2013-10-04

Financial Data on THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-291000395
Net assets as of the end of the plan year2025-05-29661836
Total assets as of the beginning of the plan year2025-05-291416370
Value of plan covered by a fidelity bond2025-05-29142000
Participant contributions to plan in this plan year2025-05-2970727
Other income to plan in this plan year2025-05-29139172
Plan net income in this plan year2025-05-29-754534
Net assets as of the end of the plan year2025-05-29661836
Net assets as of the beginning of the plan year2025-05-291416370
Employer contributions to plan in this plan year2025-05-2935962
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-29220
2024 : THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-010
Net assets as of the end of the plan year2024-06-011416370
Total assets as of the beginning of the plan year2024-06-011117989
Value of plan covered by a fidelity bond2024-06-01112000
Participant contributions to plan in this plan year2024-06-0178237
Other income to plan in this plan year2024-06-01181383
Plan net income in this plan year2024-06-01298381
Net assets as of the end of the plan year2024-06-011416370
Net assets as of the beginning of the plan year2024-06-011117989
Employer contributions to plan in this plan year2024-06-0138761
2022 : THE LAW OFFICES OF JEFF COHEN 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0438936
Net assets as of the end of the plan year2022-06-041474662
Total assets as of the beginning of the plan year2022-06-041214695
Value of plan covered by a fidelity bond2022-06-04122000
Participant contributions to plan in this plan year2022-06-04102955
Other income to plan in this plan year2022-06-04157949
Plan net income in this plan year2022-06-04259967
Net assets as of the end of the plan year2022-06-041474662
Net assets as of the beginning of the plan year2022-06-041214695
Employer contributions to plan in this plan year2022-06-0437999
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0455

Potentially related plans

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