How big is KOBS & Philley, PLLC's plan?

KOBS & Philley, PLLC's plan reported $418K in assets and 4 participants for 2024.

Original filing (PDF)20250909090855NAL0042520834001

KOBS & Philley, PLLC

Name: KOBS & Philley, PLLC — KOBS & Philley, PLLC 401(k), Form 5500 (2024)
Creator: KOBS & Philley, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOBS & Philley, PLLC 401(k) Plan

401(k) retirement plan · KOBS & Philley, PLLC's KOBS & Philley, PLLC 401(k) Plan held $418K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$418K

Net assets (EOY)

$418K

Plan identifiers

KOBS & Philley, PLLC's EIN is 27-1658623.

EIN 27-1658623

Plan number 001

Plan year 2024

ACK ID 20250909090855NAL0042520834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KOBS & Philley, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KOBS & Philley, PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOBS & PHILLEY, PLLC.

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