401k Plan data: THE COHEN BENEFITS GROUP plan

THE COHEN BENEFITS GROUP 401k Plan overview

Plan Name	THE COHEN BENEFITS GROUP
Plan identification number	001

THE COHEN BENEFITS GROUP 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE COHEN BENEFITS GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE COHEN BENEFITS GROUP

Employer identification number (EIN): 582272690

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COHEN BENEFITS GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT COHEN 2019-06-20 ROBERT COHEN 2019-06-20
001 2017-01-01 ROBERT COHEN 2018-06-07 ROBERT COHEN 2018-06-07
001 2016-01-01 ROBERT COHEN 2017-06-12 ROBERT COHEN 2017-06-12
001 2015-01-01 ROBERT COHEN 2016-06-27 ROBERT COHEN 2016-06-27
001 2014-01-01 ROBERT COHEN 2015-07-01
001 2013-01-01 ROBERT COHEN 2014-07-01
001 2012-01-01 ROBERT COHEN 2013-07-01
001 2011-01-01 ROBERT COHEN 2012-05-24
001 2010-01-01 ROBERT COHEN 2011-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT COHEN	2019-06-20	ROBERT COHEN	2019-06-20
001	2017-01-01	ROBERT COHEN	2018-06-07	ROBERT COHEN	2018-06-07
001	2016-01-01	ROBERT COHEN	2017-06-12	ROBERT COHEN	2017-06-12
001	2015-01-01	ROBERT COHEN	2016-06-27	ROBERT COHEN	2016-06-27
001	2014-01-01	ROBERT COHEN	2015-07-01
001	2013-01-01	ROBERT COHEN	2014-07-01
001	2012-01-01	ROBERT COHEN	2013-07-01
001	2011-01-01	ROBERT COHEN	2012-05-24
001	2010-01-01	ROBERT COHEN	2011-06-01

Plan Statistics for THE COHEN BENEFITS GROUP

401k plan membership statisitcs for THE COHEN BENEFITS GROUP

Measure Date Value
2021: THE COHEN BENEFITS GROUP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE COHEN BENEFITS GROUP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE COHEN BENEFITS GROUP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2021: THE COHEN BENEFITS GROUP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE COHEN BENEFITS GROUP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE COHEN BENEFITS GROUP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THE COHEN BENEFITS GROUP

Measure	Date	Value
2021 : THE COHEN BENEFITS GROUP 2021 401k financial data
Total income from all sources	2021-12-31	$121,615
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$657,641
Total plan assets at beginning of year	2021-12-31	$536,026
Other income received	2021-12-31	$121,615
Net income (gross income less expenses)	2021-12-31	$121,615
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$657,641
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$536,026
2020 : THE COHEN BENEFITS GROUP 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$93,182
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$536,026
Total plan assets at beginning of year	2020-12-31	$442,844
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$93,182
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$93,182
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$536,026
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$442,844
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : THE COHEN BENEFITS GROUP 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$50,290
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$442,844
Total plan assets at beginning of year	2019-12-31	$392,554
Total contributions received or receivable from participants	2019-12-31	$10,417
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$39,873
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$50,290
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$442,844
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$392,554
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0

Form 5500 Responses for THE COHEN BENEFITS GROUP

2021: THE COHEN BENEFITS GROUP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE COHEN BENEFITS GROUP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE COHEN BENEFITS GROUP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE COHEN BENEFITS GROUP
Employer identification number (EIN):	582272690
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages