Original filing (PDF)20251010072948NAL0017328434001

KRISIEWICZ, MCCOY & CO.

Name: KRISIEWICZ, MCCOY & CO. — KMS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KRISIEWICZ, MCCOY & CO.

Form 5500-SF

FILING_RECEIVED

KMS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 KRISIEWICZ, MCCOY & CO..

Plan sponsor

Name

KRISIEWICZ, MCCOY & CO.

EIN

31-0969075

Address

844 S. FRONT STREET · COLUMBUS, OH · 43206

Phone

(614) 443-8844

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

2025-10-10

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CSRK LLC

CSRK LLC 401(K) NEW COMPARABILITY PLAN

$2.1M · 9 participants

STILTNER & ASSOCIATES, LLC

STILTNER & ASSOCIATES, LLC 401(K) PLAN

$2.1M · 3 participants

WEISS CPA PLLC

WEISS CPA PPLC401 K PLAN

$2.1M · 5 participants

JONES & ASSOCIATES ACCOUNTING, PC

JONES & ASSOCIATES ACCOUNTING, P.C. 401(K) PLAN

$2.1M · 20 participants

PAYTER & SCHWARTZ, P.C.

PAYTER & SCHWARTZ, P.C. SECTION 401(K) PROFIT SHARING PLAN AND TRUST

$2.1M · 2 participants