401k Plan data: COHEN & THOMAS, LLC 401(K) PLAN plan

COHEN & THOMAS, LLC 401(K) PLAN 401k Plan overview

Plan Name	COHEN & THOMAS, LLC 401(K) PLAN
Plan identification number	001

COHEN & THOMAS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COHEN & THOMAS, LLC has sponsored the creation of one or more 401k plans.

Company Name: COHEN & THOMAS, LLC

Employer identification number (EIN): 262782267

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COHEN & THOMAS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DOMINICK J THOMAS 2024-06-15 DOMINICK J THOMAS 2024-06-15
001 2022-01-01 DOMINICK J THOMAS, JR. 2023-06-30 DOMINICK J THOMAS, JR. 2023-06-30
001 2021-01-01 DOMINICK J THOMAS 2022-07-18 DOMINICK J THOMAS 2022-07-18
001 2020-01-01 DOMINICK J THOMAS 2021-07-27 DOMINICK J THOMAS 2021-07-27
001 2019-01-01 DOMINICK THOMAS 2020-06-29 COHEN AND THOMAS LLC 2020-06-29
001 2018-01-01 DOMINICK THOMAS 2019-06-15
001 2017-01-01 DOMINICK J THOMAS 2018-06-14 DOMINICK J THOMAS 2018-06-14
001 2016-01-01 DOMINICK J. THOMAS, JR. 2017-07-24 DOMINICK J. THOMAS, JR. 2017-07-24
001 2015-01-01 DOMINICK J. THOMAS, JR DOMINICK J. THOMAS, JR. 2016-08-23
001 2014-01-01 DOMINICK J. THOMAS, JR. DOMINICK J. THOMAS, JR. 2016-08-23
001 2012-01-01 ERIN O'NEILL DOMINICK J. THOMAS, JR. 2013-07-22
001 2011-01-01 ERIN O'NEILL DOMINICK J. THOMAS, JR. 2012-10-11
001 2009-01-01 ERIN O'NEILL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DOMINICK J THOMAS	2024-06-15	DOMINICK J THOMAS	2024-06-15
001	2022-01-01	DOMINICK J THOMAS, JR.	2023-06-30	DOMINICK J THOMAS, JR.	2023-06-30
001	2021-01-01	DOMINICK J THOMAS	2022-07-18	DOMINICK J THOMAS	2022-07-18
001	2020-01-01	DOMINICK J THOMAS	2021-07-27	DOMINICK J THOMAS	2021-07-27
001	2019-01-01	DOMINICK THOMAS	2020-06-29	COHEN AND THOMAS LLC	2020-06-29
001	2018-01-01	DOMINICK THOMAS	2019-06-15
001	2017-01-01	DOMINICK J THOMAS	2018-06-14	DOMINICK J THOMAS	2018-06-14
001	2016-01-01	DOMINICK J. THOMAS, JR.	2017-07-24	DOMINICK J. THOMAS, JR.	2017-07-24
001	2015-01-01	DOMINICK J. THOMAS, JR		DOMINICK J. THOMAS, JR.	2016-08-23
001	2014-01-01	DOMINICK J. THOMAS, JR.		DOMINICK J. THOMAS, JR.	2016-08-23
001	2012-01-01	ERIN O'NEILL		DOMINICK J. THOMAS, JR.	2013-07-22
001	2011-01-01	ERIN O'NEILL		DOMINICK J. THOMAS, JR.	2012-10-11
001	2009-01-01	ERIN O'NEILL

Plan Statistics for COHEN & THOMAS, LLC 401(K) PLAN

401k plan membership statisitcs for COHEN & THOMAS, LLC 401(K) PLAN

Measure Date Value
2015: COHEN & THOMAS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COHEN & THOMAS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: COHEN & THOMAS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COHEN & THOMAS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COHEN & THOMAS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: COHEN & THOMAS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COHEN & THOMAS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: COHEN & THOMAS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COHEN & THOMAS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COHEN & THOMAS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COHEN & THOMAS, LLC 401(K) PLAN

Measure	Date	Value
2015 : COHEN & THOMAS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$48,389
Expenses. Total of all expenses incurred	2015-12-31	$394,858
Benefits paid (including direct rollovers)	2015-12-31	$394,321
Total plan assets at end of year	2015-12-31	$292,286
Total plan assets at beginning of year	2015-12-31	$638,755
Total contributions received or receivable from participants	2015-12-31	$39,170
Expenses. Other expenses not covered elsewhere	2015-12-31	$537
Other income received	2015-12-31	$9,219
Net income (gross income less expenses)	2015-12-31	$-346,469
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$292,286
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$638,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COHEN & THOMAS, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,081
Expenses. Total of all expenses incurred	2014-12-31	$3,754
Benefits paid (including direct rollovers)	2014-12-31	$3,254
Total plan assets at end of year	2014-12-31	$638,755
Total plan assets at beginning of year	2014-12-31	$564,428
Total contributions received or receivable from participants	2014-12-31	$35,052
Expenses. Other expenses not covered elsewhere	2014-12-31	$500
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$43,029
Net income (gross income less expenses)	2014-12-31	$74,327
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$638,755
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$564,428
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2012 : COHEN & THOMAS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$101,016
Expenses. Total of all expenses incurred	2012-12-31	$8,949
Benefits paid (including direct rollovers)	2012-12-31	$8,949
Total plan assets at end of year	2012-12-31	$424,679
Total plan assets at beginning of year	2012-12-31	$332,613
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$55,699
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$45,317
Net income (gross income less expenses)	2012-12-31	$92,067
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$424,679
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$332,613
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : COHEN & THOMAS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$54,908
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$332,613
Total plan assets at beginning of year	2011-12-31	$277,706
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$58,194
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-3,286
Net income (gross income less expenses)	2011-12-31	$54,908
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$332,613
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$277,706
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : COHEN & THOMAS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$74,930
Expenses. Total of all expenses incurred	2010-12-31	$7,457
Benefits paid (including direct rollovers)	2010-12-31	$7,457
Total plan assets at end of year	2010-12-31	$277,706
Total plan assets at beginning of year	2010-12-31	$210,233
Total contributions received or receivable from participants	2010-12-31	$42,728
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$32,202
Net income (gross income less expenses)	2010-12-31	$67,473
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$277,706
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$210,233
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for COHEN & THOMAS, LLC 401(K) PLAN

2015: COHEN & THOMAS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COHEN & THOMAS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: COHEN & THOMAS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COHEN & THOMAS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COHEN & THOMAS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COHEN & THOMAS, LLC
Employer identification number (EIN):	262782267
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers