Original filing (PDF)20251005102352NAL0001626307001

HART C.M. COHEN, MD, FRCP(C), APC

Name: HART C.M. COHEN, MD, FRCP(C), APC — HART C.M. COHEN, MD CASH BALANCE PLAN, Form 5500 (2024)
Creator: HART C.M. COHEN, MD, FRCP(C), APC

Form 5500-SF

FILING_RECEIVED

HART C.M. COHEN, MD CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 HART C.M. COHEN, MD, FRCP(C), APC.

Plan sponsor

Name

HART C.M. COHEN, MD, FRCP(C), APC

EIN

95-4277457

Address

325 N. MAPLE DRIVE · UNIT 15988 · BEVERLY HILLS, CA · 90209

Phone

(310) 652-5954

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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