401k Plan data: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN plan

COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN
Plan identification number	005

COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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, MANNI, THEUNE & MANNI LLP has sponsored the creation of one or more 401k plans.

Company Name: COHEN, MANNI, THEUNE & MANNI LLP

Employer identification number (EIN): 262241199

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about COHEN, MANNI, THEUNE & MANNI LLP

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2008-03-19

Company Identification Number: 602815193

Legal Registered Office Address: 520 E WHIDBEY AVE # 201

OAK HARBOR
United States of America (USA)
982770000

More information about COHEN, MANNI, THEUNE & MANNI LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01 JACOB COHEN 2024-09-26
005 2022-01-01 JACOB COHEN 2023-10-16 JACOB COHEN 2023-10-16
005 2021-01-01 JACOB COHEN 2022-07-27 JACOB COHEN 2022-07-27
005 2020-01-01 JACOB COHEN 2021-06-24 JACOB COHEN 2021-06-24
005 2020-01-01 JACOB COHEN 2021-06-23 JACOB COHEN 2021-06-23
005 2019-01-01 JACOB COHEN 2020-09-16 JACOB COHEN 2020-09-16
005 2018-01-01 JACOB COHEN 2019-07-29 JACOB COHEN 2019-07-29
005 2017-01-01 JACOB COHEN 2018-08-29 JACOB COHEN 2018-08-29
005 2016-01-01 JACOB COHEN 2017-07-12 JACOB COHEN 2017-07-12
005 2015-01-01 JACOB COHEN JACOB COHEN 2016-09-08
005 2014-01-01 NATHAN MANNI NATHAN MANNI 2015-07-28
005 2013-01-01 NATHAN MANNI NATHAN MANNI 2014-10-15
005 2012-01-01 NATHAN MANNI NATHAN MANNI 2013-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2023-01-01	JACOB COHEN	2024-09-26
005	2022-01-01	JACOB COHEN	2023-10-16	JACOB COHEN	2023-10-16
005	2021-01-01	JACOB COHEN	2022-07-27	JACOB COHEN	2022-07-27
005	2020-01-01	JACOB COHEN	2021-06-24	JACOB COHEN	2021-06-24
005	2020-01-01	JACOB COHEN	2021-06-23	JACOB COHEN	2021-06-23
005	2019-01-01	JACOB COHEN	2020-09-16	JACOB COHEN	2020-09-16
005	2018-01-01	JACOB COHEN	2019-07-29	JACOB COHEN	2019-07-29
005	2017-01-01	JACOB COHEN	2018-08-29	JACOB COHEN	2018-08-29
005	2016-01-01	JACOB COHEN	2017-07-12	JACOB COHEN	2017-07-12
005	2015-01-01	JACOB COHEN		JACOB COHEN	2016-09-08
005	2014-01-01	NATHAN MANNI		NATHAN MANNI	2015-07-28
005	2013-01-01	NATHAN MANNI		NATHAN MANNI	2014-10-15
005	2012-01-01	NATHAN MANNI		NATHAN MANNI	2013-10-04

Plan Statistics for COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN

401k plan membership statisitcs for COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN

Measure Date Value
2015: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 3
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
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 1
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 4
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
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 2

Measure	Date	Value
2015: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	3
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
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	1
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	4
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
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	2

Financial Data on COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN

Measure	Date	Value
2015 : COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$251,148
Expenses. Total of all expenses incurred	2015-12-31	$50,564
Benefits paid (including direct rollovers)	2015-12-31	$25,201
Total plan assets at end of year	2015-12-31	$5,098,290
Total plan assets at beginning of year	2015-12-31	$4,897,706
Value of fidelity bond covering the plan	2015-12-31	$1,200,000
Total contributions received or receivable from participants	2015-12-31	$88,900
Expenses. Other expenses not covered elsewhere	2015-12-31	$25,363
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$65,280
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$200,584
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,098,290
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,897,706
Total contributions received or receivable from employer(s)	2015-12-31	$96,968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$161,708
Expenses. Total of all expenses incurred	2014-12-31	$24,311
Benefits paid (including direct rollovers)	2014-12-31	$8,918
Total plan assets at end of year	2014-12-31	$4,897,706
Total plan assets at beginning of year	2014-12-31	$4,760,309
Value of fidelity bond covering the plan	2014-12-31	$1,200,000
Total contributions received or receivable from participants	2014-12-31	$70,998
Assets. Value of loans (other than to participants)	2014-12-31	$571,675
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-9,136
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$137,397
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,897,706
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,760,309
Total contributions received or receivable from employer(s)	2014-12-31	$99,846
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-85,553
Expenses. Total of all expenses incurred	2013-12-31	$114,386
Benefits paid (including direct rollovers)	2013-12-31	$100,000
Total plan assets at end of year	2013-12-31	$4,760,309
Total plan assets at beginning of year	2013-12-31	$4,960,248
Value of fidelity bond covering the plan	2013-12-31	$1,200,000
Total contributions received or receivable from participants	2013-12-31	$66,385
Assets. Value of loans (other than to participants)	2013-12-31	$579,434
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-247,419
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-199,939
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,760,309
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,960,248
Assets. Value of real-estate (other than employer real property)	2013-12-31	$598,784
Total contributions received or receivable from employer(s)	2013-12-31	$95,481
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-7,542
Expenses. Total of all expenses incurred	2012-12-31	$461,483
Benefits paid (including direct rollovers)	2012-12-31	$450,901
Total plan assets at end of year	2012-12-31	$4,960,248
Total plan assets at beginning of year	2012-12-31	$5,429,273
Value of fidelity bond covering the plan	2012-12-31	$1,200,000
Total contributions received or receivable from participants	2012-12-31	$64,050
Assets. Value of loans (other than to participants)	2012-12-31	$586,444
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,582
Contributions received from other sources (not participants or employers)	2012-12-31	$4,784
Other income received	2012-12-31	$-178,328
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-469,025
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,960,248
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,429,273
Assets. Value of real-estate (other than employer real property)	2012-12-31	$732,814
Total contributions received or receivable from employer(s)	2012-12-31	$101,952
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	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

Form 5500 Responses for COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN

2015: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

(National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP040136

Policy instance

Insurance contract or identification number	LP040136
Number of Individuals Covered	5
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN D. LOVELL

(National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP040136

Policy instance

Insurance contract or identification number	LP040136
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN D. LOVELL

(National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP040136

Policy instance

Insurance contract or identification number	LP040136
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JOHN D. LOVELL

(National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

LP040136

Policy instance

Insurance contract or identification number	LP040136
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $38,724
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $38,724
Insurance broker organization code?	3
Insurance broker name	JOHN D. LOVELL

Potentially related plans

COHEN, MANNI, THEUNE & MANNI LLP PROFIT SHARING PLAN [EIN = 911152745]

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Company Name:	COHEN, MANNI, THEUNE & MANNI LLP
Employer identification number (EIN):	262241199
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2008-03-19
Company Identification Number:	602815193
Legal Registered Office Address:	520 E WHIDBEY AVE # 201 OAK HARBOR United States of America (USA) 982770000