How big is KOHN, Swift & GRAF, P.C.'s plan?

KOHN, Swift & GRAF, P.C.'s plan reported $2.5M in assets and 10 participants for 2024.

Original filing (PDF)20250708105008NAL0004602433001

KOHN, Swift & GRAF, P.C.

Name: KOHN, Swift & GRAF, P.C. — KOHN, Swift & GRAF, P.C., Form 5500 (2024)
Creator: KOHN, Swift & GRAF, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOHN, Swift & GRAF, P.C. Cash Balance Plan

Defined-benefit pension plan · KOHN, Swift & GRAF, P.C.'s KOHN, Swift & GRAF, P.C. Cash Balance Plan held $2.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

KOHN, Swift & GRAF, P.C.'s EIN is 23-1711658.

EIN 23-1711658

Plan number 003

Plan year 2024

ACK ID 20250708105008NAL0004602433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KOHN, Swift & GRAF, P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOHN, SWIFT & GRAF, P.C..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score