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ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ROBERT F COHEN PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT F COHEN PA
Employer identification number (EIN):592977061
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT F COHEN

Plan Statistics for ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-24$0
Total plan liabilities at end of year2020-12-24$0
Total plan liabilities at beginning of year2020-12-24$0
Total income from all sources2020-12-24$27,021
Expenses. Total of all expenses incurred2020-12-24$175,962
Benefits paid (including direct rollovers)2020-12-24$174,784
Total plan assets at end of year2020-12-24$0
Total plan assets at beginning of year2020-12-24$148,941
Value of fidelity bond covering the plan2020-12-24$20,000
Total contributions received or receivable from participants2020-12-24$12,992
Expenses. Other expenses not covered elsewhere2020-12-24$0
Contributions received from other sources (not participants or employers)2020-12-24$0
Other income received2020-12-24$10,378
Net income (gross income less expenses)2020-12-24$-148,941
Net plan assets at end of year (total assets less liabilities)2020-12-24$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-24$148,941
Total contributions received or receivable from employer(s)2020-12-24$3,651
Value of certain deemed distributions of participant loans2020-12-24$0
Value of corrective distributions2020-12-24$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-24$1,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-24$0
Funding deficiency by the employer to the plan for this plan year2020-12-24$0
Minimum employer required contribution for this plan year2020-12-24$0
Amount contributed by the employer to the plan for this plan year2020-12-24$0
2019 : ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$67,286
Expenses. Total of all expenses incurred2019-12-31$801
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$148,941
Total plan assets at beginning of year2019-12-31$82,456
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$31,987
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$27,113
Net income (gross income less expenses)2019-12-31$66,485
Net plan assets at end of year (total assets less liabilities)2019-12-31$148,941
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$82,456
Total contributions received or receivable from employer(s)2019-12-31$8,186
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$801
2018 : ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$35,244
Expenses. Total of all expenses incurred2018-12-31$192
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$82,456
Total plan assets at beginning of year2018-12-31$47,404
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$35,849
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-8,296
Net income (gross income less expenses)2018-12-31$35,052
Net plan assets at end of year (total assets less liabilities)2018-12-31$82,456
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$47,404
Total contributions received or receivable from employer(s)2018-12-31$7,691
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$192
2017 : ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$47,469
Expenses. Total of all expenses incurred2017-12-31$65
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$47,404
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$35,218
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$4,673
Net income (gross income less expenses)2017-12-31$47,404
Net plan assets at end of year (total assets less liabilities)2017-12-31$47,404
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$7,578
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$65

Form 5500 Responses for ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST

2020: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT F COHEN PA 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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