How big is Koerner & Koerner, P.A.'s plan?

Koerner & Koerner, P.A.'s plan reported $7.4M in assets and 14 participants for 2024.

Original filing (PDF)20250916133357NAL0002006913001

Koerner & Koerner, P.A.

Name: Koerner & Koerner, P.A. — Koerner & Koerner, P.A., Form 5500 (2024)
Creator: Koerner & Koerner, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koerner & Koerner, P.A. 401(k) Plan

401(k) retirement plan · Koerner & Koerner, P.A.'s Koerner & Koerner, P.A. 401(k) Plan held $7.4M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Koerner & Koerner, P.A.'s EIN is 22-1975109.

EIN 22-1975109

Plan number 002

Plan year 2024

ACK ID 20250916133357NAL0002006913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koerner & Koerner, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koerner & Koerner, P.A.'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 KOERNER & KOERNER, P.A..

Finding similar companies…

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