Shari D. Cohen, Inc.

Form 5500

SHARI D. COHEN, INC.

555 N. New Ballas STE 250, St. Louis, Mo 63141 (314) 872-8822 EIN:45-4707392 Plan Admin:Pinnacle Plan Design, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,280,133 / $2,759,357	2023	SHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$2,280,133 / $2,759,357
2023	Plan NameSHARI D. COHEN, INC. MCF BENEFIT PLAN Plan #501 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $292	2023	SHARI D. COHEN, INC. MCF BENEFIT PLAN - Plan #501	2 / 2	$0 / $292
2022	Plan NameSHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$2,350,983 / $2,280,133	2022	SHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$2,350,983 / $2,280,133
2021	Plan NameSHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,948,814 / $2,350,983	2021	SHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,948,814 / $2,350,983
2020	Plan NameSHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,734,162 / $1,948,814	2020	SHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$1,734,162 / $1,948,814
2019	Plan NameSHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,450,526 / $1,734,162	2019	SHARI D. COHEN INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 5	$1,450,526 / $1,734,162