How big is Joseph B. Cohan & Associates P.C.'s plan?

Joseph B. Cohan & Associates P.C.'s plan reported $6.0M in assets and 8 participants for 2024.

Original filing (PDF)20250918171247NAL0001989440001

Joseph B. Cohan & Associates P.C.

Name: Joseph B. Cohan & Associates P.C. — Joseph B Cohan &, Form 5500 (2024)
Creator: Joseph B. Cohan & Associates P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph B Cohan & Associates PC Profit Sharing Plan

401(k) retirement plan · Joseph B. Cohan & Associates P.C.'s Joseph B Cohan & Associates PC Profit Sharing Plan held $6.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Paul M. Deprisco signed Joseph B. Cohan & Associates P.C.'s 2024 Form 5500 as plan administrator.

Paul M. Deprisco — 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

Joseph B. Cohan & Associates P.C.'s EIN is 26-1615974.

EIN 26-1615974

Plan number 003

Plan year 2024

ACK ID 20250918171247NAL0001989440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph B. Cohan & Associates P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph B. Cohan & Associates P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH B. COHAN & ASSOCIATES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JOSEPH B. COHAN & ASSOCIATES P.C.

EIN

all filings

Address

128 CARNEGIE ROW, SUITE 206 · NORWOOD, MA · 02062

Phone

(781) 326-3311

Industry

CPA Offices· Professional & Technical Services

Plan administrator