How big is Charles E. Cohen's plan?

Charles E. Cohen's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250612161406NAL0013067267001

Charles E. Cohen

Name: Charles E. Cohen — Charles E. Cohen 401(k) Plan, Form 5500 (2024)
Creator: Charles E. Cohen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles E. Cohen 401(k) Plan

401(k) retirement plan · Charles E. Cohen's Charles E. Cohen 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Charles Cohen signed Charles E. Cohen's 2024 Form 5500 as plan administrator.

Charles Cohen — 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

Charles E. Cohen's EIN is 91-1464156.

EIN 91-1464156

Plan number 001

Plan year 2024

ACK ID 20250612161406NAL0013067267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles E. Cohen from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles E. Cohen's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES E. COHEN.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CHARLES E. COHEN

EIN

all filings

Address

9750 GREENWOOD AVE. N · SUITE 104 · SEATTLE, WA · 98103

Phone

(206) 399-1462

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator