# Jonathan M Cohen LLC 401(k) Plan
Source: https://planprovider.pro/companies/jonathan-m-cohen-llc-401k-plan

> Jonathan M Cohen LLC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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