What public Form 5500 filings show about the David S. Cohen 401(k) plan — and how to find and check your own account.
David S. Cohen (EIN 76-0372017) reports DAVID S. COHEN 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.2M in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full David S. Cohen filing — schedules, fees, and providers.
David S. Cohen’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask David S. CohenHR for the recordkeeper’s name and login.