MICHAEL S. COHEN, LLC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 0 |
| Net assets as of the end of the plan year | 2025-10-15 | 1318242 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1064931 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 120000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 30500 |
| Other income to plan in this plan year | 2025-10-15 | 216510 |
| Plan net income in this plan year | 2025-10-15 | 253311 |
| Net assets as of the end of the plan year | 2025-10-15 | 1318242 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1064931 |
| Employer contributions to plan in this plan year | 2025-10-15 | 6301 |
| 2024 : MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-12 | 35360 |
| Net assets as of the end of the plan year | 2024-09-12 | 1064931 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 920181 |
| Value of plan covered by a fidelity bond | 2024-09-12 | 120000 |
| Participant contributions to plan in this plan year | 2024-09-12 | 30000 |
| Other income to plan in this plan year | 2024-09-12 | 144787 |
| Plan net income in this plan year | 2024-09-12 | 144750 |
| Net assets as of the end of the plan year | 2024-09-12 | 1064931 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 920181 |
| Employer contributions to plan in this plan year | 2024-09-12 | 5323 |
| 2013 : MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $71,897 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $334,634 |
| Total plan assets at beginning of year | 2013-12-31 | $262,737 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $5,108 |
| Other income received | 2013-12-31 | $61,782 |
| Net income (gross income less expenses) | 2013-12-31 | $71,897 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $334,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $262,737 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $5,007 |
| 2012 : MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $53,740 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $262,737 |
| Total plan assets at beginning of year | 2012-12-31 | $208,997 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $13,283 |
| Other income received | 2012-12-31 | $33,526 |
| Net income (gross income less expenses) | 2012-12-31 | $53,740 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $262,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $208,997 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,931 |
| 2011 : MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $21,217 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $208,997 |
| Total plan assets at beginning of year | 2011-12-31 | $187,780 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,270 |
| Other income received | 2011-12-31 | $-3,971 |
| Net income (gross income less expenses) | 2011-12-31 | $21,217 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $208,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $187,780 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,918 |
| 2010 : MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $41,413 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,033 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,033 |
| Total plan assets at end of year | 2010-12-31 | $187,780 |
| Total plan assets at beginning of year | 2010-12-31 | $153,400 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,238 |
| Other income received | 2010-12-31 | $15,153 |
| Net income (gross income less expenses) | 2010-12-31 | $34,380 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $187,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $153,400 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,022 |
| 2013: MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) 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: MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) 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 |
| 2010: MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) 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 |
