Original filing (PDF)20231204105752NAL0009815059001

KUHN & KOVIAK, INC

Name: KUHN & KOVIAK, INC — KUHN & KOVIAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: KUHN & KOVIAK, INC

Form 5500-SF

FILING_RECEIVED

KUHN & KOVIAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUHN & KOVIAK, INC.

Plan sponsor

Name

KUHN & KOVIAK, INC

EIN

33-0621009

Address

7676 HAZARD CENTER DRIVE · SUITE 700 · SAN DIEGO, CA · 921084343

Phone

(619) 295-4600

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-20

Filed

2023-12-04

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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