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COHEN & OSTLER, APC RETIREMENT PLAN 401k Plan overview

Plan NameCOHEN & OSTLER, APC RETIREMENT PLAN
Plan identification number 005

COHEN & OSTLER, APC RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 & OSTLER, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:COHEN & OSTLER, A PROFESSIONAL CORPORATION
Employer identification number (EIN):770267026
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COHEN & OSTLER, APC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01DAVID COHEN2023-03-02
0052021-01-01DAVID COHEN2022-07-01
0052020-01-01DAVID COHEN2021-07-02
0052019-01-01DAVID COHEN2020-05-20
0052018-01-01DAVID COHEN2019-06-24
0052017-01-01DAVID COHEN2018-07-10
0052016-01-01DAVID COHEN2017-05-22
0052015-01-01DAVID COHEN2016-05-27
0052014-01-01DAVID COHEN2015-05-08
0052013-01-01DAVID COHEN2014-05-05
0052012-01-01DAVID COHEN2013-04-16
0052011-01-01DAVID COHEN2012-04-26
0052010-01-01DAVID COHEN2011-06-28 DAVID COHEN2011-06-28

Financial Data on COHEN & OSTLER, APC RETIREMENT PLAN

Measure Date Value
2022 : COHEN & OSTLER, APC RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-010
Total liabilities as of the end of the plan year2022-07-010
Total expenses incurred by plan in this plan year2022-07-0111691
Net assets as of the end of the plan year2022-07-012762923
Total assets as of the beginning of the plan year2022-07-012460211
Value of plan covered by a fidelity bond2022-07-01246022
Participant contributions to plan in this plan year2022-07-010
Other expenses paid from plan in this plan year2022-07-010
Other contributions to plan in this plan year2022-07-010
Other income to plan in this plan year2022-07-0114403
Plan net income in this plan year2022-07-01302712
Net assets as of the end of the plan year2022-07-012762923
Net assets as of the beginning of the plan year2022-07-012460211
Employer contributions to plan in this plan year2022-07-01300000
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0111691

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