Original filing (PDF)20250926181435NAL0014151090001

KOEHN, INC. SURGE STORE

Name: KOEHN, INC. SURGE STORE — KOEHN, INC. SURGE STORE 401(K) PLAN, Form 5500 (2024)
Creator: KOEHN, INC. SURGE STORE

Form 5500-SF

FILING_RECEIVED

KOEHN, INC. SURGE STORE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 KOEHN, INC. SURGE STORE.

Plan sponsor

Name

KOEHN, INC. SURGE STORE

EIN

39-1135481

Address

W6031 MELVIN ROAD · MONROE, WI · 53566

Phone

(608) 325-2772

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

CENTRAL JANITORS SUPPLY CO

CENTRAL JANITORS SUPPLY CO 401K

$1.2M · 89 participants

NEXLYTE INC

NEXLYTE INC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 2 participants

DRIVES AND CONVEYORS, INC.

DRIVES AND CONVEYORS, INC. 401(K) PROFIT SHARING PLAN

$1.2M · 10 participants

LA COOPERATIVA CAMPESINA DE CALIFORNIA

ALLEVITY, INC. RETIREMENT SAVINGS PLAN

$1.2M · 5 participants

CORAL ISLE SWIM POOLS, INC.

CORAL ISLE SWIM POOLS, INC. 401(K) PS PLAN