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Sponsor portfolio

HAYLEY M. COHEN, M.D.

EIN 22-3339225-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
2
48 OLD LAKESIDE ROAD SOUTH - HEWITT, NJ 07421908-256-1723LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001ProfitSharing-$2.8M - 1 part#002CashBalance-$206K - 1 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1
  • CASH BALANCE PLAN (#002)1
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAYLEY M. COHEN, M.D. PROFIT SHARING PLAN

ProfitSharing

Assets$2.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAYLEY M. COHEN, M.D. CASH BALANCE PLAN

CashBalance

Assets$206K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HAYLEY M. COHEN, M.D. PROFIT SHARING PLANProfitSharing$2.8M12024
002HAYLEY M. COHEN, M.D. CASH BALANCE PLANCashBalance$206K12024
Retirement plans
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