· 2022–2024 · DOL EFAST2

Cohen Forman Barone, LLP — Cohen Forman Barone, LLP, Form 5500 (2023)

Original filing (PDF)20241014161751NAL0054389202001

Cohen Forman Barone, LLP

Form 5500-SF

FILING_RECEIVED

Cohen Forman Barone, LLP Profit Sharing Plan

401(k) retirement plan · Cohen Forman Barone, LLP's Cohen Forman Barone, LLP Profit Sharing Plan held $724K in plan assets for 7 participants in 2023.

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COHEN FORMAN BARONE, LLP

EIN

20-5319012all filings

Address

950 THIRD AVENUE 11TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 766-9111

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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