401k Plan data: DAVID COHEN DEFINED BENEFIT PENSION PLAN plan

DAVID COHEN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	DAVID COHEN DEFINED BENEFIT PENSION PLAN
Plan identification number	001

DAVID COHEN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID COHEN has sponsored the creation of one or more 401k plans.

Company Name: DAVID COHEN

Employer identification number (EIN): 204002151

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID COHEN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAVID COHEN 2017-08-25
001 2015-01-01 DAVID COHEN 2016-10-06
001 2014-01-01 DAVID COHEN 2015-10-12
001 2013-01-01 DAVID COHEN 2014-09-15
001 2012-01-01 DAVID COHEN 2013-08-29
001 2011-01-01 DAVID COHEN 2012-10-16 DAVID COHEN 2012-10-16
001 2010-01-01 DAVID COHEN 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	DAVID COHEN	2017-08-25
001	2015-01-01	DAVID COHEN	2016-10-06
001	2014-01-01	DAVID COHEN	2015-10-12
001	2013-01-01	DAVID COHEN	2014-09-15
001	2012-01-01	DAVID COHEN	2013-08-29
001	2011-01-01	DAVID COHEN	2012-10-16	DAVID COHEN	2012-10-16
001	2010-01-01	DAVID COHEN	2011-09-28

Plan Statistics for DAVID COHEN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DAVID COHEN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,169,957
Acturial value of plan assets 2022-12-31 2,169,957
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 299,216
Active participant vested funding target 2022-12-31 1,609,408
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 1,609,408
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 1,908,624
Balance at beginning of prior year after applicable adjustments 2022-12-31 86,548
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 97,597
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 86,548
Amount remaining of prefunding balance 2022-12-31 97,597
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 88,885
Balance of prefunding at beginning of current year 2022-12-31 100,232
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,227,913
Acturial value of plan assets 2021-12-31 2,227,913
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 282,640
Active participant vested funding target 2021-12-31 1,588,298
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 1,588,298
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 1,870,938
Balance at beginning of prior year after applicable adjustments 2021-12-31 84,019
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 94,745
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 84,019
Amount remaining of prefunding balance 2021-12-31 94,745
Present value of excess contributions 2021-12-31 144,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 144,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 86,548
Balance of prefunding at beginning of current year 2021-12-31 97,597
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Waived amount of outstanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,022,065
Acturial value of plan assets 2020-12-31 2,022,065
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 268,108
Active participant vested funding target 2020-12-31 1,475,347
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 1,475,347
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 1,743,455
Balance at beginning of prior year after applicable adjustments 2020-12-31 81,754
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 92,191
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 81,754
Amount remaining of prefunding balance 2020-12-31 92,191
Present value of excess contributions 2020-12-31 96,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 96,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 84,019
Balance of prefunding at beginning of current year 2020-12-31 94,745
Total employer contributions 2020-12-31 150,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 144,100
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 144,100
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,864,647
Acturial value of plan assets 2019-12-31 1,864,647
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 222,582
Active participant vested funding target 2019-12-31 1,395,067
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 1,395,067
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 1,617,649
Balance at beginning of prior year after applicable adjustments 2019-12-31 82,148
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 92,636
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 82,148
Amount remaining of prefunding balance 2019-12-31 92,636
Present value of excess contributions 2019-12-31 39,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 39,276
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 81,754
Balance of prefunding at beginning of current year 2019-12-31 92,191
Total employer contributions 2019-12-31 100,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 96,081
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 32,867
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Waived amount of outstanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 96,081
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,679,126
Acturial value of plan assets 2018-12-31 1,679,126
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,421,124
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,421,124
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,421,124
Balance at beginning of prior year after applicable adjustments 2018-12-31 81,464
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 91,864
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 81,464
Amount remaining of prefunding balance 2018-12-31 91,864
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 82,148
Balance of prefunding at beginning of current year 2018-12-31 92,636
Total employer contributions 2018-12-31 139,051
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 134,917
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 168,564
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 95,641
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 95,641
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 134,917
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,557,275
Acturial value of plan assets 2017-12-31 1,557,275
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,239,446
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,239,446
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,239,446
Balance at beginning of prior year after applicable adjustments 2017-12-31 81,456
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 91,855
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 81,456
Amount remaining of prefunding balance 2017-12-31 91,855
Present value of excess contributions 2017-12-31 160,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 160,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 81,464
Balance of prefunding at beginning of current year 2017-12-31 91,864
Total employer contributions 2017-12-31 130,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 126,716
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 16,621
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 126,716
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,378,938
Acturial value of plan assets 2016-12-31 1,378,938
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,113,765
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,113,765
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 1,113,765
Balance at beginning of prior year after applicable adjustments 2016-12-31 81,562
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 91,975
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 81,562
Amount remaining of prefunding balance 2016-12-31 91,975
Present value of excess contributions 2016-12-31 147,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 147,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 81,456
Balance of prefunding at beginning of current year 2016-12-31 91,855
Total employer contributions 2016-12-31 166,202
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 160,551
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 13,408
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 160,551
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,169,957
Acturial value of plan assets	2022-12-31	2,169,957
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	299,216
Active participant vested funding target	2022-12-31	1,609,408
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	1,609,408
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	1,908,624
Balance at beginning of prior year after applicable adjustments	2022-12-31	86,548
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	97,597
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	86,548
Amount remaining of prefunding balance	2022-12-31	97,597
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	88,885
Balance of prefunding at beginning of current year	2022-12-31	100,232
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,227,913
Acturial value of plan assets	2021-12-31	2,227,913
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	282,640
Active participant vested funding target	2021-12-31	1,588,298
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	1,588,298
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	1,870,938
Balance at beginning of prior year after applicable adjustments	2021-12-31	84,019
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	94,745
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	84,019
Amount remaining of prefunding balance	2021-12-31	94,745
Present value of excess contributions	2021-12-31	144,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	144,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	86,548
Balance of prefunding at beginning of current year	2021-12-31	97,597
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Waived amount of outstanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,022,065
Acturial value of plan assets	2020-12-31	2,022,065
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	268,108
Active participant vested funding target	2020-12-31	1,475,347
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	1,475,347
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	1,743,455
Balance at beginning of prior year after applicable adjustments	2020-12-31	81,754
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	92,191
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	81,754
Amount remaining of prefunding balance	2020-12-31	92,191
Present value of excess contributions	2020-12-31	96,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	96,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	84,019
Balance of prefunding at beginning of current year	2020-12-31	94,745
Total employer contributions	2020-12-31	150,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	144,100
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	144,100
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,864,647
Acturial value of plan assets	2019-12-31	1,864,647
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	222,582
Active participant vested funding target	2019-12-31	1,395,067
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	1,395,067
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	1,617,649
Balance at beginning of prior year after applicable adjustments	2019-12-31	82,148
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	92,636
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	82,148
Amount remaining of prefunding balance	2019-12-31	92,636
Present value of excess contributions	2019-12-31	39,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	39,276
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	81,754
Balance of prefunding at beginning of current year	2019-12-31	92,191
Total employer contributions	2019-12-31	100,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	96,081
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	32,867
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Waived amount of outstanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	96,081
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,679,126
Acturial value of plan assets	2018-12-31	1,679,126
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,421,124
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,421,124
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,421,124
Balance at beginning of prior year after applicable adjustments	2018-12-31	81,464
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	91,864
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	81,464
Amount remaining of prefunding balance	2018-12-31	91,864
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	82,148
Balance of prefunding at beginning of current year	2018-12-31	92,636
Total employer contributions	2018-12-31	139,051
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	134,917
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	168,564
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	95,641
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	95,641
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	134,917
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,557,275
Acturial value of plan assets	2017-12-31	1,557,275
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,239,446
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,239,446
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,239,446
Balance at beginning of prior year after applicable adjustments	2017-12-31	81,456
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	91,855
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	81,456
Amount remaining of prefunding balance	2017-12-31	91,855
Present value of excess contributions	2017-12-31	160,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	160,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	81,464
Balance of prefunding at beginning of current year	2017-12-31	91,864
Total employer contributions	2017-12-31	130,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	126,716
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	16,621
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	126,716
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DAVID COHEN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,378,938
Acturial value of plan assets	2016-12-31	1,378,938
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,113,765
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,113,765
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,113,765
Balance at beginning of prior year after applicable adjustments	2016-12-31	81,562
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	91,975
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	81,562
Amount remaining of prefunding balance	2016-12-31	91,975
Present value of excess contributions	2016-12-31	147,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	147,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	81,456
Balance of prefunding at beginning of current year	2016-12-31	91,855
Total employer contributions	2016-12-31	166,202
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	160,551
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	13,408
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	160,551
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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DAVID COHEN D.D.S., INC. RETIREMENT PLAN [EIN = 330466771]

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Company Name:	DAVID COHEN
Employer identification number (EIN):	204002151
NAIC Classification:	531310