401(k)
2024 plan-year 401(k) DOL Form 5500

Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Cohen, Frankel & Ruggiero LLP ยท New York ยท Professional & Technical Services

What the 2023 filing shows

Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan holds N/A for 2 participants.

N/A
total plan assets (2024 EOY)
2
covered participants
Total Assets (2023)
N/A
Participants
2
State
Industry
Professional & Technical Services

What the Filing Says About Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan

Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan is a 401(k) retirement plan sponsored by Cohen, Frankel & Ruggiero LLP, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133849472, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN133849472
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen, Frankel & Ruggiero LLP)

Year Plans Participants Total Assets
2022 2 4 N/A
2023 2 6 N/A
2024 2 4 N/A

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Frequently Asked Questions

How much money is in the Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan?
As of the 2024 Form 5500 filing, Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan holds N/A in total assets with 2 participants. It is sponsored by Cohen, Frankel & Ruggiero LLP.
What type of plan is Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan?
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 133849472.
Who sponsors the Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan?
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan is sponsored by Cohen, Frankel & Ruggiero LLP, located in New York. The sponsor's EIN is 133849472 and the plan operates in the Professional & Technical Services industry.
How did Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan perform in 2024?
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan?
Official Form 5500 filings for Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133849472 or plan name at efast.dol.gov.
How does Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan compare to other plans?
You can compare Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 133849472.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.