· 2022–2024 · DOL EFAST2

COGNITIVE BEHAVIORAL PSYCHOLOG — COGNITIVE BEHAVIORAL PSYCHOLOG 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250417150344NAL0001103041001

COGNITIVE BEHAVIORAL PSYCHOLOG

Form 5500-SF

FILING_RECEIVED

COGNITIVE BEHAVIORAL PSYCHOLOG 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

Plan health score

95

/ 100

Grade A

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

81

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COGNITIVE BEHAVIORAL PSYCHOLOG.

Plan sponsor

Name

COGNITIVE BEHAVIORAL PSYCHOLOG

EIN

83-3971274

Address

60 CUTTERMILL RD STE 404 · GREAT NECK, NY · 110213104

Phone

(516) 993-7230

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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