How big is Cohen Bergman & Klepper, M.D.S, P.C.'s plan?

Cohen Bergman & Klepper, M.D.S, P.C.'s plan reported $6.2M in assets and 27 participants for 2024.

Original filing (PDF)20250915141413NAL0000766259001

Cohen Bergman & Klepper, M.D.S, P.C.

Name: Cohen Bergman & Klepper, M.D.S, P.C. — Cohen Bergman, Form 5500 (2024)
Creator: Cohen Bergman & Klepper, M.D.S, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cohen Bergman & Klepper, M.D.S, P.C. 401(k) Plan

401(k) retirement plan · Cohen Bergman & Klepper, M.D.S, P.C.'s Cohen Bergman & Klepper, M.D.S, P.C. 401(k) Plan held $6.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

James Klepper signed Cohen Bergman & Klepper, M.D.S, P.C.'s 2024 Form 5500 as plan administrator.

James Klepper — 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

Cohen Bergman & Klepper, M.D.S, P.C.'s EIN is 11-3255508.

EIN 11-3255508

Plan number 001

Plan year 2024

ACK ID 20250915141413NAL0000766259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cohen Bergman & Klepper, M.D.S, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cohen Bergman & Klepper, M.D.S, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COHEN BERGMAN & KLEPPER, M.D.S, P.C..

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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