Original filing (PDF)20230712093544NAL0012421251001

GEORGE A KOHLRIESER PHD & ASSOCIATES INC

Name: GEORGE A KOHLRIESER PHD & ASSOCIATES INC — EMPLOYEES' PROFIT SHARING PLAN FOR GEORGE A KOHLRIESER PHD & ASSOCIATES INC, Form 5500 (2022)
Creator: GEORGE A KOHLRIESER PHD & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

EMPLOYEES' PROFIT SHARING PLAN FOR GEORGE A KOHLRIESER PHD & ASSOCIATES INC

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE A KOHLRIESER PHD & ASSOCIATES INC.

Plan sponsor

Name

GEORGE A KOHLRIESER PHD & ASSOCIATES INC

EIN

31-0968518

Address

835 TODD CT · TIPP CITY, OH · 453712631

Phone

(937) 667-4954

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-12

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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