Original filing (PDF)20250918171247NAL0001989440001

JOSEPH B. COHAN & ASSOCIATES P.C.

Name: JOSEPH B. COHAN & ASSOCIATES P.C. — JOSEPH B COHAN & ASSOCIATES PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSEPH B. COHAN & ASSOCIATES P.C.

Form 5500-SF

FILING_RECEIVED

JOSEPH B COHAN & ASSOCIATES PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH B. COHAN & ASSOCIATES P.C..

Plan sponsor

Name

JOSEPH B. COHAN & ASSOCIATES P.C.

EIN

26-1615974

Address

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

Phone

(781) 326-3311

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2H · Partial participant-directed accounts

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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