Original filing (PDF)20251012140719NAL0000131379001

GARY A. COHEN, M.D. INC.

Name: GARY A. COHEN, M.D. INC. — GARY A. COHEN, M.D. INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: GARY A. COHEN, M.D. INC.

Form 5500-SF

FILING_RECEIVED

GARY A. COHEN, M.D. INC. 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$463K

Net assets (EOY)

$463K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY A. COHEN, M.D. INC..

Plan sponsor

Name

GARY A. COHEN, M.D. INC.

EIN

33-0049033

Address

9833 PACIFIC HEIGHTS BLVD · SUITE J · SAN DIEGO, CA · 92121

Phone

(619) 741-8950

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PRIMARY CARE ASSOCIATES OF NJ, LLC

PRIMARY CARE ASSOCIATES OF NJ, LLC 401K PLAN

$463K · 7 participants

CARLEY MCLAUGHLIN APRN CNP LLC

CARLEY MCLAUGHLIN APRN CNP LLC 401(K) PLAN

$463K · 14 participants

DAVID M. SALVAY, M.D., INC.

DAVID M. SALVAY, M.D., INC. 401(K) P/S PLAN

$463K · 2 participants

KANE MEDICAL

KANE MEDICAL 401(K) PLAN

$463K · 7 participants

LINDA I. SODOMA D.O., P.L.C.

LINDA I. SODOMA D.O., P.L.C. 401(K) PLAN

$463K · 8 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.