Plan Snapshot
- Plan Sponsor: Jonathan M Cohen LLC
- Sponsor EIN: 273051581
- Sponsor Address: 3510 BARING STREET, PHILADELPHIA, PA, 191042417
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.4M | $7,195 | $31,049 |
| 2023 | 1 | $1.1M | $11,895 | $26,225 |
| 2022 | 3 | $894,499 | $5,178 | $36,914 |