Cohen & Company, Ltd. Profit Sharing/401(k) Plan
Cohen Sequoia Enterprises, Ltd., Cleveland OH. Employer ID 264094604, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024Cohen & Company, Ltd. Profit Sharing/401(k) Plan, Cohen Sequoia Enterprises, Ltd.
- TodayCohen & Company, Ltd. Profit Sharing/401(k) Plan still files. Schwab Retirement Plan Services,inc keeps the records. That is where to ask.
Records are kept by Schwab Retirement Plan Services,inc, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2021: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2024: Assets were transferred out, but no filing from the receiving plan matched.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2013 | 302 | 75 | Filing |
| 2014 | 354 | 79 | Filing |
| 2015 | 395 | 81 | Filing |
| 2016 | 495 | 81 | Filing |
| 2017 | 648 | 101 | Filing |
| 2018 | 760 | 128 | Filing |
| 2019 | 747 | 146 | Filing |
| 2020 | 800 | 155 | Filing |
| 2021 | 850 | 192 | Filing |
| 2022 | 905 | 207 | Filing |
| 2023 | 994 | 243 | Filing |
| 2024 | 1,013 | 228 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.