Hart C.M. Cohen, MD, Frcpc, Apc
Plan context: HART C.M. COHEN, MD CASH BALANCE PLAN
EIN 95-4277457 • Beverly Hills, CA • 40 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,178,488
2024 Contributions
$233,134
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2 | $4,178,488 | $233,134 | $116,567iApproximate average salary by contribution assumption: employee only about $2,914,175 at 4% or $1,942,783 at 6%; with 50% employer match about $1,942,783 at 4% or $1,295,189 at 6%; with 100% employer match about $1,457,088 at 4% or $971,392 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 2 | $2,757,759 | $176,144 | $88,072iApproximate average salary by contribution assumption: employee only about $2,201,800 at 4% or $1,467,867 at 6%; with 50% employer match about $1,467,867 at 4% or $978,578 at 6%; with 100% employer match about $1,100,900 at 4% or $733,933 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 2 | $1,420,729 | $56,990 | $28,495iApproximate average salary by contribution assumption: employee only about $712,375 at 4% or $474,917 at 6%; with 50% employer match about $474,917 at 4% or $316,611 at 6%; with 100% employer match about $356,188 at 4% or $237,458 at 6%. |
| 2023 | 2 | 4 | $3,649,230 | $315,073 | $78,768iApproximate average salary by contribution assumption: employee only about $1,969,206 at 4% or $1,312,804 at 6%; with 50% employer match about $1,312,804 at 4% or $875,203 at 6%; with 100% employer match about $984,603 at 4% or $656,402 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 4 | $2,367,257 | $257,766 | $64,442iApproximate average salary by contribution assumption: employee only about $1,611,038 at 4% or $1,074,025 at 6%; with 50% employer match about $1,074,025 at 4% or $716,017 at 6%; with 100% employer match about $805,519 at 4% or $537,013 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $1,281,973 | $57,307 | $14,327iApproximate average salary by contribution assumption: employee only about $358,169 at 4% or $238,779 at 6%; with 50% employer match about $238,779 at 4% or $159,186 at 6%; with 100% employer match about $179,084 at 4% or $119,390 at 6%. |
| 2022 | 2 | 4 | $2,921,863 | $424,670 | $106,168iApproximate average salary by contribution assumption: employee only about $2,654,188 at 4% or $1,769,458 at 6%; with 50% employer match about $1,769,458 at 4% or $1,179,639 at 6%; with 100% employer match about $1,327,094 at 4% or $884,729 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 4 | $1,946,484 | $371,000 | $92,750iApproximate average salary by contribution assumption: employee only about $2,318,750 at 4% or $1,545,833 at 6%; with 50% employer match about $1,545,833 at 4% or $1,030,556 at 6%; with 100% employer match about $1,159,375 at 4% or $772,917 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $975,379 | $53,670 | $13,418iApproximate average salary by contribution assumption: employee only about $335,438 at 4% or $223,625 at 6%; with 50% employer match about $223,625 at 4% or $149,083 at 6%; with 100% employer match about $167,719 at 4% or $111,813 at 6%. |
| 2021 | 2 | 4 | $2,926,256 | $451,842 | $112,961iApproximate average salary by contribution assumption: employee only about $2,824,013 at 4% or $1,882,675 at 6%; with 50% employer match about $1,882,675 at 4% or $1,255,117 at 6%; with 100% employer match about $1,412,006 at 4% or $941,338 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 4 | $1,775,045 | $400,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $1,151,211 | $51,842 | $12,961iApproximate average salary by contribution assumption: employee only about $324,013 at 4% or $216,008 at 6%; with 50% employer match about $216,008 at 4% or $144,006 at 6%; with 100% employer match about $162,006 at 4% or $108,004 at 6%. |
| 2020 | 2 | 4 | $2,346,354 | $450,030 | $112,508iApproximate average salary by contribution assumption: employee only about $2,812,688 at 4% or $1,875,125 at 6%; with 50% employer match about $1,875,125 at 4% or $1,250,083 at 6%; with 100% employer match about $1,406,344 at 4% or $937,563 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 4 | $1,281,356 | $400,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $1,064,998 | $50,030 | $12,508iApproximate average salary by contribution assumption: employee only about $312,688 at 4% or $208,458 at 6%; with 50% employer match about $208,458 at 4% or $138,972 at 6%; with 100% employer match about $156,344 at 4% or $104,229 at 6%. |
| 2019 | 2 | 4 | $1,703,565 | $263,814 | $65,954iApproximate average salary by contribution assumption: employee only about $1,648,838 at 4% or $1,099,225 at 6%; with 50% employer match about $1,099,225 at 4% or $732,817 at 6%; with 100% employer match about $824,419 at 4% or $549,613 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 4 | $855,970 | $215,000 | $53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $847,595 | $48,814 | $12,204iApproximate average salary by contribution assumption: employee only about $305,088 at 4% or $203,392 at 6%; with 50% employer match about $203,392 at 4% or $135,594 at 6%; with 100% employer match about $152,544 at 4% or $101,696 at 6%. |
| 2018 | 2 | 3 | $1,263,448 | $176,059 | $58,686iApproximate average salary by contribution assumption: employee only about $1,467,158 at 4% or $978,106 at 6%; with 50% employer match about $978,106 at 4% or $652,070 at 6%; with 100% employer match about $733,579 at 4% or $489,053 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $699,039 | $44,059 | $14,686iApproximate average salary by contribution assumption: employee only about $367,158 at 4% or $244,772 at 6%; with 50% employer match about $244,772 at 4% or $163,181 at 6%; with 100% employer match about $183,579 at 4% or $122,386 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 3 | $564,409 | $132,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2017 | 2 | 4 | $1,036,756 | $101,977 | $25,494iApproximate average salary by contribution assumption: employee only about $637,356 at 4% or $424,904 at 6%; with 50% employer match about $424,904 at 4% or $283,269 at 6%; with 100% employer match about $318,678 at 4% or $212,452 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $595,885 | $65,127 | $16,282iApproximate average salary by contribution assumption: employee only about $407,044 at 4% or $271,363 at 6%; with 50% employer match about $271,363 at 4% or $180,908 at 6%; with 100% employer match about $203,522 at 4% or $135,681 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 3 | $440,871 | $36,850 | $12,283iApproximate average salary by contribution assumption: employee only about $307,083 at 4% or $204,722 at 6%; with 50% employer match about $204,722 at 4% or $136,481 at 6%; with 100% employer match about $153,542 at 4% or $102,361 at 6%. |
| 2016 | 2 | 3 | $709,613 | $143,460 | $47,820iApproximate average salary by contribution assumption: employee only about $1,195,500 at 4% or $797,000 at 6%; with 50% employer match about $797,000 at 4% or $531,333 at 6%; with 100% employer match about $597,750 at 4% or $398,500 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $376,298 | $43,460 | $14,487iApproximate average salary by contribution assumption: employee only about $362,167 at 4% or $241,444 at 6%; with 50% employer match about $241,444 at 4% or $160,963 at 6%; with 100% employer match about $181,083 at 4% or $120,722 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 3 | $333,315 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2015 | 2 | 3 | $522,069 | $152,004 | $50,668iApproximate average salary by contribution assumption: employee only about $1,266,700 at 4% or $844,467 at 6%; with 50% employer match about $844,467 at 4% or $562,978 at 6%; with 100% employer match about $633,350 at 4% or $422,233 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $310,911 | $43,994 | $14,665iApproximate average salary by contribution assumption: employee only about $366,617 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,941 at 6%; with 100% employer match about $183,308 at 4% or $122,206 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 3 | $211,158 | $108,010 | $36,003iApproximate average salary by contribution assumption: employee only about $900,083 at 4% or $600,056 at 6%; with 50% employer match about $600,056 at 4% or $400,037 at 6%; with 100% employer match about $450,042 at 4% or $300,028 at 6%. |
| 2014 | 2 | 3 | $551,027 | $146,276 | $48,759iApproximate average salary by contribution assumption: employee only about $1,218,967 at 4% or $812,644 at 6%; with 50% employer match about $812,644 at 4% or $541,763 at 6%; with 100% employer match about $609,483 at 4% or $406,322 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $448,027 | $43,276 | $14,425iApproximate average salary by contribution assumption: employee only about $360,633 at 4% or $240,422 at 6%; with 50% employer match about $240,422 at 4% or $160,281 at 6%; with 100% employer match about $180,317 at 4% or $120,211 at 6%. |
| HART C.M. COHEN, MD CASH BALANCE PLAN | - | 3 | $103,000 | $103,000 | $34,333iApproximate average salary by contribution assumption: employee only about $858,333 at 4% or $572,222 at 6%; with 50% employer match about $572,222 at 4% or $381,481 at 6%; with 100% employer match about $429,167 at 4% or $286,111 at 6%. |
| 2013 | 1 | 2 | $1,068,139 | $59,361 | $29,681iApproximate average salary by contribution assumption: employee only about $742,013 at 4% or $494,675 at 6%; with 50% employer match about $494,675 at 4% or $329,783 at 6%; with 100% employer match about $371,006 at 4% or $247,338 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 2 | $1,068,139 | $59,361 | $29,681iApproximate average salary by contribution assumption: employee only about $742,013 at 4% or $494,675 at 6%; with 50% employer match about $494,675 at 4% or $329,783 at 6%; with 100% employer match about $371,006 at 4% or $247,338 at 6%. |
| 2012 | 1 | 3 | $836,714 | $54,156 | $18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $836,714 | $54,156 | $18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%. |
| 2011 | 1 | 3 | $996,731 | $53,308 | $17,769iApproximate average salary by contribution assumption: employee only about $444,233 at 4% or $296,156 at 6%; with 50% employer match about $296,156 at 4% or $197,437 at 6%; with 100% employer match about $222,117 at 4% or $148,078 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $996,731 | $53,308 | $17,769iApproximate average salary by contribution assumption: employee only about $444,233 at 4% or $296,156 at 6%; with 50% employer match about $296,156 at 4% or $197,437 at 6%; with 100% employer match about $222,117 at 4% or $148,078 at 6%. |
| 2010 | 1 | 3 | $966,428 | $55,059 | $18,353iApproximate average salary by contribution assumption: employee only about $458,825 at 4% or $305,883 at 6%; with 50% employer match about $305,883 at 4% or $203,922 at 6%; with 100% employer match about $229,413 at 4% or $152,942 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 3 | $966,428 | $55,059 | $18,353iApproximate average salary by contribution assumption: employee only about $458,825 at 4% or $305,883 at 6%; with 50% employer match about $305,883 at 4% or $203,922 at 6%; with 100% employer match about $229,413 at 4% or $152,942 at 6%. |
| 2009 | 1 | 2 | $821,899 | $53,251 | $26,626iApproximate average salary by contribution assumption: employee only about $665,638 at 4% or $443,758 at 6%; with 50% employer match about $443,758 at 4% or $295,839 at 6%; with 100% employer match about $332,819 at 4% or $221,879 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 2 | $821,899 | $53,251 | $26,626iApproximate average salary by contribution assumption: employee only about $665,638 at 4% or $443,758 at 6%; with 50% employer match about $443,758 at 4% or $295,839 at 6%; with 100% employer match about $332,819 at 4% or $221,879 at 6%. |
| 2008 | 1 | 2 | $681,251 | $47,560 | $23,780iApproximate average salary by contribution assumption: employee only about $594,500 at 4% or $396,333 at 6%; with 50% employer match about $396,333 at 4% or $264,222 at 6%; with 100% employer match about $297,250 at 4% or $198,167 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 2 | $681,251 | $47,560 | $23,780iApproximate average salary by contribution assumption: employee only about $594,500 at 4% or $396,333 at 6%; with 50% employer match about $396,333 at 4% or $264,222 at 6%; with 100% employer match about $297,250 at 4% or $198,167 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $816,515 | $49,707 | $12,427iApproximate average salary by contribution assumption: employee only about $310,669 at 4% or $207,113 at 6%; with 50% employer match about $207,113 at 4% or $138,075 at 6%; with 100% employer match about $155,334 at 4% or $103,556 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | $816,515 | $49,707 | $12,427iApproximate average salary by contribution assumption: employee only about $310,669 at 4% or $207,113 at 6%; with 50% employer match about $207,113 at 4% or $138,075 at 6%; with 100% employer match about $155,334 at 4% or $103,556 at 6%. |
| 2005 | 1 | 5 | $676,291 | $48,326 | $9,665iApproximate average salary by contribution assumption: employee only about $241,630 at 4% or $161,087 at 6%; with 50% employer match about $161,087 at 4% or $107,391 at 6%; with 100% employer match about $120,815 at 4% or $80,543 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 5 | $676,291 | $48,326 | $9,665iApproximate average salary by contribution assumption: employee only about $241,630 at 4% or $161,087 at 6%; with 50% employer match about $161,087 at 4% or $107,391 at 6%; with 100% employer match about $120,815 at 4% or $80,543 at 6%. |
| 2004 | 1 | 5 | $578,923 | $47,633 | $9,527iApproximate average salary by contribution assumption: employee only about $238,165 at 4% or $158,777 at 6%; with 50% employer match about $158,777 at 4% or $105,851 at 6%; with 100% employer match about $119,083 at 4% or $79,388 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 5 | $578,923 | $47,633 | $9,527iApproximate average salary by contribution assumption: employee only about $238,165 at 4% or $158,777 at 6%; with 50% employer match about $158,777 at 4% or $105,851 at 6%; with 100% employer match about $119,083 at 4% or $79,388 at 6%. |
| 2003 | 2 | 5 | $489,772 | $46,697 | $9,339iApproximate average salary by contribution assumption: employee only about $233,485 at 4% or $155,657 at 6%; with 50% employer match about $155,657 at 4% or $103,771 at 6%; with 100% employer match about $116,743 at 4% or $77,828 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 5 | $489,772 | $46,697 | $9,339iApproximate average salary by contribution assumption: employee only about $233,485 at 4% or $155,657 at 6%; with 50% employer match about $155,657 at 4% or $103,771 at 6%; with 100% employer match about $116,743 at 4% or $77,828 at 6%. |
| HART C.M. COHEN, MD, FRCPC MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 6 | $407,164 | $36,417 | $6,070iApproximate average salary by contribution assumption: employee only about $151,738 at 4% or $101,158 at 6%; with 50% employer match about $101,158 at 4% or $67,439 at 6%; with 100% employer match about $75,869 at 4% or $50,579 at 6%. |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 6 | $240,335 | $11,806 | $1,968iApproximate average salary by contribution assumption: employee only about $49,192 at 4% or $32,794 at 6%; with 50% employer match about $32,794 at 4% or $21,863 at 6%; with 100% employer match about $24,596 at 4% or $16,397 at 6%. |
| HART C.M. COHEN, MD, FRCPC, APC MONEY PURCHASE PENSION PLAN | - | 6 | $166,829 | $24,611 | $4,102iApproximate average salary by contribution assumption: employee only about $102,546 at 4% or $68,364 at 6%; with 50% employer match about $68,364 at 4% or $45,576 at 6%; with 100% employer match about $51,273 at 4% or $34,182 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| HART C.M. COHEN, M.D., FRCPC, A PROF CORP MONEY PURCHASE PENSION PLAN | - | 4 | - | - | - |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| HART C.M. COHEN, M.D., FRCPC, A PROF CORP MONEY PURCHASE PENSION PLAN | - | 4 | - | - | - |
| Hart C.M. Cohen, MD Profit Sharing 401(K) Plan | - | 4 | - | - | - |