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COHN FAMILY CORPORATE PROFIT SHARING PLAN 401k Plan overview

Plan NameCOHN FAMILY CORPORATE PROFIT SHARING PLAN
Plan identification number 001

COHN FAMILY CORPORATE PROFIT SHARING PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVERTISING SPECIALTY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:ADVERTISING SPECIALTY INSTITUTE
Employer identification number (EIN):231608621
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COHN FAMILY CORPORATE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN BRIGHT
0012016-01-01STEPHEN BRIGHT
0012015-01-01STEPHEN BRIGHT
0012014-01-01STEPHEN BRIGHT
0012013-01-01STEVE BRIGHT
0012012-01-01STEVE BRIGHT
0012011-01-01STEVE BRIGHT
0012010-01-01STEVE BRIGHT
0012009-01-01STEPHEN BRIGHT

Plan Statistics for COHN FAMILY CORPORATE PROFIT SHARING PLAN

401k plan membership statisitcs for COHN FAMILY CORPORATE PROFIT SHARING PLAN

Measure Date Value
2022: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01627
Total number of active participants reported on line 7a of the Form 55002022-01-01392
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01244
Total of all active and inactive participants2022-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01648
Number of participants with account balances2022-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01631
Total number of active participants reported on line 7a of the Form 55002021-01-01380
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01237
Total of all active and inactive participants2021-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01627
Number of participants with account balances2021-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01616
Total number of active participants reported on line 7a of the Form 55002020-01-01401
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01223
Total of all active and inactive participants2020-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01631
Number of participants with account balances2020-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01602
Total number of active participants reported on line 7a of the Form 55002019-01-01413
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01616
Number of participants with account balances2019-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01643
Total number of active participants reported on line 7a of the Form 55002018-01-01417
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01177
Total of all active and inactive participants2018-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01602
Number of participants with account balances2018-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0139
2017: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01650
Total number of active participants reported on line 7a of the Form 55002017-01-01435
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01203
Total of all active and inactive participants2017-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01643
Number of participants with account balances2017-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01608
Total number of active participants reported on line 7a of the Form 55002016-01-01439
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01206
Total of all active and inactive participants2016-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01650
Number of participants with account balances2016-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01569
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01173
Total of all active and inactive participants2015-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01608
Number of participants with account balances2015-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01581
Total number of active participants reported on line 7a of the Form 55002014-01-01399
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01167
Total of all active and inactive participants2014-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01569
Number of participants with account balances2014-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01664
Total number of active participants reported on line 7a of the Form 55002013-01-01423
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01148
Total of all active and inactive participants2013-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01581
Number of participants with account balances2013-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01592
Total number of active participants reported on line 7a of the Form 55002012-01-01514
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01660
Number of participants with account balances2012-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01612
Total number of active participants reported on line 7a of the Form 55002011-01-01434
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01154
Total of all active and inactive participants2011-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01592
Number of participants with account balances2011-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2010: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01608
Total number of active participants reported on line 7a of the Form 55002010-01-01416
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01188
Total of all active and inactive participants2010-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01606
Number of participants with account balances2010-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01796
Total number of active participants reported on line 7a of the Form 55002009-01-01381
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-01212
Total of all active and inactive participants2009-01-01608
Total participants2009-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on COHN FAMILY CORPORATE PROFIT SHARING PLAN

Measure Date Value
2022 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,883,210
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,252,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,107,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,049,586
Value of total assets at end of year2022-12-31$58,776,886
Value of total assets at beginning of year2022-12-31$69,912,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,063
Total interest from all sources2022-12-31$27,246
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,100,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,100,701
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,902,919
Participant contributions at end of year2022-12-31$556,763
Participant contributions at beginning of year2022-12-31$668,591
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,327
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$163,987
Other income not declared elsewhere2022-12-31$-286
Administrative expenses (other) incurred2022-12-31$96,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,135,673
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,776,886
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,912,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,954,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,981,117
Value of interest in pooled separate accounts at end of year2022-12-31$6,084,495
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,156,456
Interest on participant loans2022-12-31$27,246
Value of interest in common/collective trusts at end of year2022-12-31$1,181,778
Value of interest in common/collective trusts at beginning of year2022-12-31$1,233,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,130,365
Net investment gain/loss from pooled separate accounts2022-12-31$131,542
Net investment gain or loss from common/collective trusts2022-12-31$-61,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$982,680
Employer contributions (assets) at end of year2022-12-31$982,308
Employer contributions (assets) at beginning of year2022-12-31$873,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,107,400
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,309,547
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,561,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,417,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,610,062
Value of total assets at end of year2021-12-31$69,912,559
Value of total assets at beginning of year2021-12-31$59,164,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,621
Total interest from all sources2021-12-31$32,132
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,031,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,031,481
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,690,816
Participant contributions at end of year2021-12-31$668,591
Participant contributions at beginning of year2021-12-31$635,470
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,329
Administrative expenses (other) incurred2021-12-31$96,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,747,978
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,912,559
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,164,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$47,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,981,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,743,915
Value of interest in pooled separate accounts at end of year2021-12-31$5,156,456
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,906,216
Interest on participant loans2021-12-31$32,132
Value of interest in common/collective trusts at end of year2021-12-31$1,233,173
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,337,659
Net investment gain/loss from pooled separate accounts2021-12-31$98,367
Net investment gain or loss from common/collective trusts2021-12-31$199,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$877,917
Employer contributions (assets) at end of year2021-12-31$873,222
Employer contributions (assets) at beginning of year2021-12-31$878,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,417,948
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,649,875
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,405,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,274,151
Value of total corrective distributions2020-12-31$707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,532,890
Value of total assets at end of year2020-12-31$59,164,581
Value of total assets at beginning of year2020-12-31$50,920,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,993
Total interest from all sources2020-12-31$35,033
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,916,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,916,201
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,550,743
Participant contributions at end of year2020-12-31$635,470
Participant contributions at beginning of year2020-12-31$728,493
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$220
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,089
Administrative expenses (other) incurred2020-12-31$84,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,244,024
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,164,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,920,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$46,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,743,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,248,439
Value of interest in pooled separate accounts at end of year2020-12-31$4,906,216
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,063,804
Interest on participant loans2020-12-31$35,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,040,357
Net investment gain/loss from pooled separate accounts2020-12-31$125,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$885,058
Employer contributions (assets) at end of year2020-12-31$878,980
Employer contributions (assets) at beginning of year2020-12-31$879,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,274,151
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,690,856
Total income from all sources (including contributions)2019-12-31$12,690,856
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,439,924
Total of all expenses incurred2019-12-31$3,439,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,297,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,297,057
Value of total corrective distributions2019-12-31$242
Value of total corrective distributions2019-12-31$242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,458,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,458,588
Value of total assets at end of year2019-12-31$50,920,557
Value of total assets at beginning of year2019-12-31$41,669,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,625
Total interest from all sources2019-12-31$35,048
Total interest from all sources2019-12-31$35,048
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,491,469
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,491,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,491,469
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,491,469
Administrative expenses professional fees incurred2019-12-31$15,800
Administrative expenses professional fees incurred2019-12-31$15,800
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,482,241
Contributions received from participants2019-12-31$2,482,241
Participant contributions at end of year2019-12-31$728,493
Participant contributions at beginning of year2019-12-31$616,208
Participant contributions at beginning of year2019-12-31$616,208
Participant contributions at end of year2019-12-31$220
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,746
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,746
Administrative expenses (other) incurred2019-12-31$81,149
Administrative expenses (other) incurred2019-12-31$81,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,250,932
Value of net income/loss2019-12-31$9,250,932
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,920,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,669,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,676
Investment advisory and management fees2019-12-31$45,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,248,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,464,710
Value of interest in pooled separate accounts at end of year2019-12-31$5,063,804
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,744,494
Interest on participant loans2019-12-31$35,048
Interest on participant loans2019-12-31$35,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,568,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,568,470
Net investment gain/loss from pooled separate accounts2019-12-31$137,281
Net investment gain/loss from pooled separate accounts2019-12-31$137,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$879,601
Contributions received in cash from employer2019-12-31$879,601
Employer contributions (assets) at end of year2019-12-31$879,601
Employer contributions (assets) at beginning of year2019-12-31$844,213
Employer contributions (assets) at beginning of year2019-12-31$844,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,297,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,297,057
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
Accountancy firm EIN2019-12-31231980475
2018 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,912,046
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,452,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,304,717
Expenses. Certain deemed distributions of participant loans2018-12-31$681
Value of total corrective distributions2018-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,565,600
Value of total assets at end of year2018-12-31$41,669,625
Value of total assets at beginning of year2018-12-31$43,209,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$146,696
Total interest from all sources2018-12-31$27,177
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,834,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,834,757
Administrative expenses professional fees incurred2018-12-31$20,333
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,453,870
Participant contributions at end of year2018-12-31$616,208
Participant contributions at beginning of year2018-12-31$560,187
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$267,517
Administrative expenses (other) incurred2018-12-31$81,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,540,059
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,669,625
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,209,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$44,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,464,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,731,251
Value of interest in pooled separate accounts at end of year2018-12-31$5,744,494
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,058,357
Interest on participant loans2018-12-31$27,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,644,243
Net investment gain/loss from pooled separate accounts2018-12-31$128,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$844,213
Employer contributions (assets) at end of year2018-12-31$844,213
Employer contributions (assets) at beginning of year2018-12-31$859,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,304,717
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,404,372
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,130,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,000,195
Expenses. Certain deemed distributions of participant loans2017-12-31$5,793
Value of total corrective distributions2017-12-31$241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,344,865
Value of total assets at end of year2017-12-31$43,209,684
Value of total assets at beginning of year2017-12-31$35,936,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124,691
Total interest from all sources2017-12-31$20,879
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,425,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,425,745
Administrative expenses professional fees incurred2017-12-31$9,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,332,698
Participant contributions at end of year2017-12-31$560,187
Participant contributions at beginning of year2017-12-31$509,285
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$152,278
Administrative expenses (other) incurred2017-12-31$71,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,273,452
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,209,684
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,936,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$43,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,731,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,159,160
Value of interest in pooled separate accounts at end of year2017-12-31$6,058,357
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,487,663
Interest on participant loans2017-12-31$20,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,494,497
Net investment gain/loss from pooled separate accounts2017-12-31$118,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$859,889
Employer contributions (assets) at end of year2017-12-31$859,889
Employer contributions (assets) at beginning of year2017-12-31$780,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,000,195
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,243,614
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,558,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,436,992
Value of total corrective distributions2016-12-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,990,519
Value of total assets at end of year2016-12-31$35,936,232
Value of total assets at beginning of year2016-12-31$34,250,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$121,167
Total interest from all sources2016-12-31$20,539
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$883,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$883,478
Administrative expenses professional fees incurred2016-12-31$57,425
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,125,550
Participant contributions at end of year2016-12-31$509,285
Participant contributions at beginning of year2016-12-31$586,870
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$80,106
Administrative expenses (other) incurred2016-12-31$63,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,685,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,936,232
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,250,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,159,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,911,258
Value of interest in pooled separate accounts at end of year2016-12-31$6,487,663
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,049,808
Interest on participant loans2016-12-31$20,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,235,429
Net investment gain/loss from pooled separate accounts2016-12-31$113,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$784,863
Employer contributions (assets) at end of year2016-12-31$780,124
Employer contributions (assets) at beginning of year2016-12-31$702,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,436,992
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,058,258
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,199,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,077,886
Value of total corrective distributions2015-12-31$543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,678,234
Value of total assets at end of year2015-12-31$34,250,899
Value of total assets at beginning of year2015-12-31$34,392,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$120,935
Total interest from all sources2015-12-31$25,745
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,139,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,139,079
Administrative expenses professional fees incurred2015-12-31$57,075
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,936,673
Participant contributions at end of year2015-12-31$586,870
Participant contributions at beginning of year2015-12-31$639,937
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,598
Administrative expenses (other) incurred2015-12-31$63,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-141,106
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,250,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,392,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,911,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,465,933
Value of interest in pooled separate accounts at end of year2015-12-31$7,049,808
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,660,601
Interest on participant loans2015-12-31$25,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-904,836
Net investment gain/loss from pooled separate accounts2015-12-31$120,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$702,963
Employer contributions (assets) at end of year2015-12-31$702,963
Employer contributions (assets) at beginning of year2015-12-31$625,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,077,886
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,799,075
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,676,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,597,367
Expenses. Certain deemed distributions of participant loans2014-12-31$1,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,420,999
Value of total assets at end of year2014-12-31$34,392,005
Value of total assets at beginning of year2014-12-31$33,268,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,743
Total interest from all sources2014-12-31$27,455
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,847,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,847,845
Administrative expenses professional fees incurred2014-12-31$13,575
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,740,784
Participant contributions at end of year2014-12-31$639,937
Participant contributions at beginning of year2014-12-31$613,491
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$283
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$19,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,123,035
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,392,005
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,268,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$43,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,465,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,458,498
Value of interest in pooled separate accounts at end of year2014-12-31$6,660,601
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,530,057
Interest on participant loans2014-12-31$26,998
Interest earned on other investments2014-12-31$457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$125,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$431,271
Net investment gain/loss from pooled separate accounts2014-12-31$71,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$625,534
Employer contributions (assets) at end of year2014-12-31$625,534
Employer contributions (assets) at beginning of year2014-12-31$521,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,597,367
Contract administrator fees2014-12-31$20,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,236,885
Total of all expenses incurred2013-12-31$2,607,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,537,387
Expenses. Certain deemed distributions of participant loans2013-12-31$682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,463,277
Value of total assets at end of year2013-12-31$33,268,970
Value of total assets at beginning of year2013-12-31$28,639,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,622
Total interest from all sources2013-12-31$30,701
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$401,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$401,510
Administrative expenses professional fees incurred2013-12-31$13,060
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,710,190
Participant contributions at end of year2013-12-31$613,491
Participant contributions at beginning of year2013-12-31$623,182
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$231,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$283
Administrative expenses (other) incurred2013-12-31$8,961
Total non interest bearing cash at end of year2013-12-31$19,105
Total non interest bearing cash at beginning of year2013-12-31$15,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,629,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,268,970
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,639,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$47,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,458,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,403,748
Value of interest in pooled separate accounts at end of year2013-12-31$6,530,057
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,881,127
Interest on participant loans2013-12-31$29,462
Interest earned on other investments2013-12-31$1,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$125,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$109,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,259,596
Net investment gain/loss from pooled separate accounts2013-12-31$81,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$521,835
Employer contributions (assets) at end of year2013-12-31$521,835
Employer contributions (assets) at beginning of year2013-12-31$606,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,537,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,247,007
Total of all expenses incurred2012-12-31$2,328,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,244,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,543,640
Value of total assets at end of year2012-12-31$28,639,776
Value of total assets at beginning of year2012-12-31$25,721,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,833
Total interest from all sources2012-12-31$26,088
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$433,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$433,046
Administrative expenses professional fees incurred2012-12-31$12,725
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,741,087
Participant contributions at end of year2012-12-31$623,182
Participant contributions at beginning of year2012-12-31$558,370
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$196,039
Administrative expenses (other) incurred2012-12-31$15,462
Total non interest bearing cash at end of year2012-12-31$15,358
Total non interest bearing cash at beginning of year2012-12-31$13,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,918,055
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,639,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,721,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$56,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,403,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,576,758
Value of interest in pooled separate accounts at end of year2012-12-31$6,881,127
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,878,952
Interest on participant loans2012-12-31$25,512
Interest earned on other investments2012-12-31$576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$109,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$68,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,150,213
Net investment gain/loss from pooled separate accounts2012-12-31$94,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$606,514
Employer contributions (assets) at end of year2012-12-31$606,493
Employer contributions (assets) at beginning of year2012-12-31$625,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,244,119
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,449,585
Total of all expenses incurred2011-12-31$2,016,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,943,264
Expenses. Certain deemed distributions of participant loans2011-12-31$1,039
Value of total corrective distributions2011-12-31$2,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,365,869
Value of total assets at end of year2011-12-31$25,721,721
Value of total assets at beginning of year2011-12-31$25,288,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,010
Total interest from all sources2011-12-31$25,841
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$290,642
Administrative expenses professional fees incurred2011-12-31$12,625
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,735,870
Participant contributions at end of year2011-12-31$558,370
Participant contributions at beginning of year2011-12-31$557,441
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,045
Administrative expenses (other) incurred2011-12-31$7,835
Total non interest bearing cash at end of year2011-12-31$13,408
Total non interest bearing cash at beginning of year2011-12-31$8,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$433,123
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,721,721
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,288,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$49,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,576,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,798,320
Value of interest in pooled separate accounts at end of year2011-12-31$6,878,952
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,358,891
Interest on participant loans2011-12-31$25,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$68,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$331,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-337,317
Net investment gain/loss from pooled separate accounts2011-12-31$104,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$625,954
Employer contributions (assets) at end of year2011-12-31$625,605
Employer contributions (assets) at beginning of year2011-12-31$233,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,943,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,560,038
Total of all expenses incurred2010-12-31$1,758,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,703,130
Expenses. Certain deemed distributions of participant loans2010-12-31$21,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,194,908
Value of total assets at end of year2010-12-31$25,288,598
Value of total assets at beginning of year2010-12-31$22,486,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,664
Total interest from all sources2010-12-31$215,813
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$188,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$188,682
Administrative expenses professional fees incurred2010-12-31$12,375
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,668,857
Participant contributions at end of year2010-12-31$557,441
Participant contributions at beginning of year2010-12-31$558,935
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,640
Administrative expenses (other) incurred2010-12-31$1,289
Total non interest bearing cash at end of year2010-12-31$8,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,801,916
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,288,598
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,486,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,798,320
Value of interest in pooled separate accounts at end of year2010-12-31$7,358,891
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,591,531
Interest on participant loans2010-12-31$27,195
Interest earned on other investments2010-12-31$188,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$331,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,283,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$659,862
Net investment gain/loss from pooled separate accounts2010-12-31$1,300,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$483,411
Employer contributions (assets) at end of year2010-12-31$233,412
Employer contributions (assets) at beginning of year2010-12-31$52,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,703,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : COHN FAMILY CORPORATE PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COHN FAMILY CORPORATE PROFIT SHARING PLAN

2022: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COHN FAMILY CORPORATE PROFIT SHARING PLAN 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COHN FAMILY CORPORATE PROFIT SHARING PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COHN FAMILY CORPORATE PROFIT SHARING PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COHN FAMILY CORPORATE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered135
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered144
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered166
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 1
Insurance contract or identification numberGA31641
Number of Individuals Covered195
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62536
Policy instance 1
Insurance contract or identification numberQK62536
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31641
Policy instance 2
Insurance contract or identification numberGA31641
Number of Individuals Covered204
Insurance policy start date2014-10-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62536
Policy instance 1
Insurance contract or identification numberQK62536
Number of Individuals Covered558
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62536
Policy instance 1
Insurance contract or identification numberQK62536
Number of Individuals Covered555
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62536
Policy instance 1
Insurance contract or identification numberQK62536
Number of Individuals Covered592
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62536
Policy instance 2
Insurance contract or identification numberQK62536
Number of Individuals Covered606
Insurance policy start date2010-11-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number992067
Policy instance 1
Insurance contract or identification number992067
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-01
Total amount of commissions paid to insurance brokerUSD $41,017
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,017
Insurance broker organization code?3
Insurance broker nameNPR FINANCIAL INC

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