Original filing (PDF)20240509183006NAL0051556754001

JOHN J. COGAN, M.D., INC.

Name: JOHN J. COGAN, M.D., INC. — JOHN J. COGAN, M.D., INC. 401(K) RETIREMENT SAVINGS PLAN (001), Form 5500 (2023)
Creator: JOHN J. COGAN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

JOHN J. COGAN, M.D., INC. 401(K) RETIREMENT SAVINGS PLAN (001)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 JOHN J. COGAN, M.D., INC..

Plan sponsor

Name

JOHN J. COGAN, M.D., INC.

EIN

99-0203651

Address

1380 LUSITANA ST STE 913 · HONOLULU, HI · 96813

Phone

(808) 536-7327

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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