How big is KWM CPAS LLP's plan?

KWM CPAS LLP's plan reported $10.5M in assets and 36 participants for 2024.

Original filing (PDF)20250604102713NAL0008346883001

KWM CPAS LLP

Name: KWM CPAS LLP — KWM CPAS LLP 401(k) Profit Sharing, Form 5500 (2024)
Creator: KWM CPAS LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KWM CPAS LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · KWM CPAS LLP's KWM CPAS LLP 401(k) Profit Sharing Plan & Trust held $10.5M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Paul a Moeller signed KWM CPAS LLP's 2024 Form 5500 as plan administrator.

Paul a Moeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KWM CPAS LLP's EIN is 11-2674705.

EIN 11-2674705

Plan number 002

Plan year 2024

ACK ID 20250604102713NAL0008346883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KWM CPAS LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KWM CPAS LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KWM CPAS LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score