Back to filter
Original filing (PDF)20251003033850NAL0001045073001
GREGORY R. COHEN, M.D., P.A.
Form 5500-SF
FILING_RECEIVED
GREGORY R. COHEN, M.D., P.A. 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY R. COHEN, M.D., P.A..
Plan sponsor
Name
GREGORY R. COHEN, M.D., P.A.
EIN
20-8924765
Address
3020 N. MILITARY TRAIL, SUITE 150 · BOCA RATON, FL · 33431
Phone
(561) 981-8400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
CALIFORNIA VISION & VISAGE MEDICAL GROUP INC
CALIFORNIA VISION AND VISAGE MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
$4.1M · 2 participants
GUYMON VISION CLINIC, INC.
GUYMON VISION CLINIC, INC. PROFIT SHARING PLAN
$4.1M · 11 participants
EYE SITE OF TAMPA BAY, P.A.
EYE SITE OF TAMPA BAY 401(K) PLAN
$4.1M · 25 participants
OPTIMAL EYES, PC
CHILD EYE CARE ASSOCIATES, LLC 401(K) PLAN
$4.1M · 13 participants
RETINA MACULA CONSULTANTS OF CALIFORNIA
RMCCI DEFINED BENEFIT PENSION PLAN
$4.1M · 6 participants
MARK STECKEL, M.D.
MARK STECKEL, M.D. PROFIT SHARING PLAN
$4.1M · 4 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants