| Plan Name | COHEN & OSTLER, APC RETIREMENT PLAN |
| Plan identification number | 005 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | COHEN & OSTLER, A PROFESSIONAL CORPORATION |
| Employer identification number (EIN): | 770267026 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 005 | 2022-01-01 | DAVID COHEN | 2023-03-02 | ||
| 005 | 2021-01-01 | DAVID COHEN | 2022-07-01 | ||
| 005 | 2020-01-01 | DAVID COHEN | 2021-07-02 | ||
| 005 | 2019-01-01 | DAVID COHEN | 2020-05-20 | ||
| 005 | 2018-01-01 | DAVID COHEN | 2019-06-24 | ||
| 005 | 2017-01-01 | DAVID COHEN | 2018-07-10 | ||
| 005 | 2016-01-01 | DAVID COHEN | 2017-05-22 | ||
| 005 | 2015-01-01 | DAVID COHEN | 2016-05-27 | ||
| 005 | 2014-01-01 | DAVID COHEN | 2015-05-08 | ||
| 005 | 2013-01-01 | DAVID COHEN | 2014-05-05 | ||
| 005 | 2012-01-01 | DAVID COHEN | 2013-04-16 | ||
| 005 | 2011-01-01 | DAVID COHEN | 2012-04-26 | ||
| 005 | 2010-01-01 | DAVID COHEN | 2011-06-28 | DAVID COHEN | 2011-06-28 |
| Measure | Date | Value |
|---|---|---|
| 2022 : COHEN & OSTLER, APC RETIREMENT PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-01 | 11691 |
| Net assets as of the end of the plan year | 2022-07-01 | 2762923 |
| Total assets as of the beginning of the plan year | 2022-07-01 | 2460211 |
| Value of plan covered by a fidelity bond | 2022-07-01 | 246022 |
| Participant contributions to plan in this plan year | 2022-07-01 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-01 | 0 |
| Other contributions to plan in this plan year | 2022-07-01 | 0 |
| Other income to plan in this plan year | 2022-07-01 | 14403 |
| Plan net income in this plan year | 2022-07-01 | 302712 |
| Net assets as of the end of the plan year | 2022-07-01 | 2762923 |
| Net assets as of the beginning of the plan year | 2022-07-01 | 2460211 |
| Employer contributions to plan in this plan year | 2022-07-01 | 300000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-01 | 11691 |