How big is Sugarman Rogers Barshak & Cohen PC's plan?

Sugarman Rogers Barshak & Cohen PC's plan reported $951K in assets and 1 participants for 2023.

Original filing (PDF)20241001130812NAL0011624096001

Sugarman Rogers Barshak & Cohen PC

Name: Sugarman Rogers Barshak & Cohen PC — Sugarman, Form 5500 (2023)
Creator: Sugarman Rogers Barshak & Cohen PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sugarman, Rogers, Barshak & Co 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sugarman Rogers Barshak & Cohen PC's Sugarman, Rogers, Barshak & Co 401(k) Profit Sharing Plan & Trust held $951K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

People on this filing

William Boesch signed Sugarman Rogers Barshak & Cohen PC's 2023 Form 5500 as plan administrator.

William Boesch — 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

Sugarman Rogers Barshak & Cohen PC's EIN is 04-2806770.

EIN 04-2806770

Plan number 002

Plan year 2023

ACK ID 20241001130812NAL0011624096001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sugarman Rogers Barshak & Cohen PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sugarman Rogers Barshak & Cohen PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (100th percentile).

Plan sponsor

Name

SUGARMAN ROGERS BARSHAK & COHEN PC

EIN

all filings

Address

PO BOX 961919 · BOSTON, MA · 02196

Phone

(978) 766-0565

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator