How big is COHO Financial Group, LLC's plan?

COHO Financial Group, LLC's plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20250422170422NAL0006864576001

COHO Financial Group, LLC

Name: COHO Financial Group, LLC — COHO Financial Group, Form 5500 (2024)
Creator: COHO Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COHO Financial Group 401(k) Plan

401(k) retirement plan · COHO Financial Group, LLC's COHO Financial Group 401(k) Plan held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Joseph BURT signed COHO Financial Group, LLC's 2024 Form 5500 as plan administrator.

Joseph BURT — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

COHO Financial Group, LLC's EIN is 81-4714536.

EIN 81-4714536

Plan number 001

Plan year 2024

ACK ID 20250422170422NAL0006864576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for COHO Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

COHO Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COHO FINANCIAL GROUP, LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off