Original filing (PDF)20260220121010NAL0011102947001

JEFFREY COHEN

Name: JEFFREY COHEN — JEFFREY COHEN GFB BENEFIT PLAN, Form 5500 (2024)
Creator: JEFFREY COHEN

Form 5500-SF

FILING_RECEIVED

JEFFREY COHEN GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$528

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JEFFREY COHEN

EIN

93-4683341all filings

Address

580 FAWN GLEN COURT · ROSWELL, GA · 30075

Phone

(201) 802-1756

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-20

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KEVIN CRUM & COMPANY INC

KEVIN CRUM & COMPANY INC CHAMBER BENEFIT ARRANGEMENT PLAN

$2K · 2 participants

PETER CAMACHO CPA PA

PETER CAMACHO CPA PA 401K PLAN

$2K

ROMEAR & ASSOCIATES LLC

$2K · 2 participants

RICARDO SILVA, O.D, P.A

RICARDO SILVA, O.D, P.A GHT BENEFIT PLAN

$2K · 4 participants

YOHANNES TAX & ACCOUNTING SERVICE, LLC

YOHANNES TAX & ACCOUNTING SERVICE 401(K) PLAN

$2K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.