Original filing (PDF)20250529163447NAL0004911267001

SHARI COHEN PA

Name: SHARI COHEN PA — SHARI COHEN PA 401(K) PLAN, Form 5500 (2024)
Creator: SHARI COHEN PA

Form 5500-SF

FILING_RECEIVED

SHARI COHEN PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

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 (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARI COHEN PA.

Plan sponsor

Name

SHARI COHEN PA

EIN

84-2963516

Address

1800 NW CORPORATE BLVD · SUITE 310 · BOCA RATON, FL · 33431

Phone

(561) 308-2281

Industry

Finance & Insurancesee 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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SUSAN H MCCURRY

SUSAN H MCCURRY 401(K) PLAN

$134K · 5 participants

THE HELEN AND JOSE COLTON FOUN

THE HELEN AND JOSE COLTON FOUN 401(K) PROFIT SHARING PLAN & TRUST

$120K · 1 participants

SPETH & ASSOCIATES, P.C.

SPETH & ASSOCIATES 401(K) PLAN

$142K · 8 participants

AFRICATOWN COMMUNITY LAND TRUST

AFRICATOWN COMMUNITY LAND TRUST 401(K) PLAN

$145K · 34 participants

WOLF RIVER CONSERVANCY, INC.

WOLF RIVER CONSERVANCY 401(K) PLAN