ROBERT D. KOHLHAGEN, CPA, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT D KOHLHAGEN, CPA, PC.
Plan sponsor
Name
ROBERT D KOHLHAGEN, CPA, PC
EIN
22-3558756
Address
297 SOUTH WASHINGTON AVE · BERGENFIELD, NJ · 07621
Phone
(201) 385-1100
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
