How big is Kohnen & Patton, LLP's plan?

Kohnen & Patton, LLP's plan reported $10.2M in assets and 21 participants for 2024.

Original filing (PDF)20250512084002NAL0012532915001

Kohnen & Patton, LLP

Name: Kohnen & Patton, LLP — Kohnen & Patton, LLP Profit, Form 5500 (2024)
Creator: Kohnen & Patton, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kohnen & Patton, LLP Profit Sharing Plan

401(k) retirement plan · Kohnen & Patton, LLP's Kohnen & Patton, LLP Profit Sharing Plan held $10.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan identifiers

Kohnen & Patton, LLP's EIN is 31-0845809.

EIN 31-0845809

Plan number 001

Plan year 2024

ACK ID 20250512084002NAL0012532915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kohnen & Patton, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kohnen & Patton, LLP's plan includes 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 KOHNEN & PATTON, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

KOHNEN & PATTON, LLP

EIN

all filings

Address

201 EAST FIFTH STREET · PNC CENTER, SUITE 800 · CINCINNATI, OH · 452024190

Phone

(513) 381-0656

Industry

Law Offices· Professional & Technical Services

Plan administrator