Abby Cohen, Md, A Professional Corp. Pension Plan — Form 5500 plan (Abby Cohen, Md, A Professional Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Abby Cohen, Md, A Professional Corp. Pension Plan is a benefit plan reported by Abby Cohen, Md, A Professional Corporation under EIN 68-0038833 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $391,373 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$391.4KPlan net assets, end of year$391,373
Participants3Covered participants reported
Assets / participant$130.5KComputed: assets ÷ participants$130,458 (computed)
Provider compensationNone reported
Plan sponsor
Abby Cohen, Md, A Professional Corporation
EIN
68-0038833
Plan number
001
Plan type
2
Location
South Lake Tahoe, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20241010142940NAL0021249825001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$391.4K total assets
Net assets$391.4KLiabilities$0
Money in vs. money out
Total income / additions$11.9K
Total expenses$16.6K
Benefits paid / distributions$16.6K
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$391,373
Total liabilities (EOY)
$0
Net assets (EOY)
$391,373
Net assets (BOY)
$396,153

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$11,868

Expenses & distributions

Benefits paid
$16,648
Administrative expenses
$0
Total expenses
$16,648
Net increase / (decrease)
-$4,780
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income140%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages