Back to filter
Original filing (PDF)20250630120612NAL0011120705001
KPM CPAS, PC
Form 5500-SF
FILING_RECEIVED
KPM CPAS, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
37
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPM CPAS, PC.
Plan sponsor
Name
KPM CPAS, PC
EIN
43-1109768
Address
1445 E. REPUBLIC ROAD · SPRINGFIELD, MO · 65804
Phone
(417) 882-4300
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
2025-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
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)
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 providersRelated plans
Similar-size CPA Offices plans
HLB/GROSS COLLINS, P.C.
HLB/GROSS COLLINS, P.C. PROFIT SHARING PLAN
$29.4M · 53 participants
DOPKINS & COMPANY, LLP
DOPKINS & COMPANY PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
$29.3M · 77 participants
HANCOCK ASKEW & CO., LLP
HANCOCK ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN
$29.5M · 281 participants
BROWN PLUS
BROWN PLUS RETIREMENT PLAN
$29.2M · 139 participants
HEARD MCELROY & VESTAL, L.L.C.
HEARD, MCELROY & VESTAL, L.L.C. 401(K) PROFIT SHARING PLAN
$29.2M · 155 participants
DANNIBLE & MCKEE, LLP
DANNIBLE & MCKEE, LLP 401(K) PROFIT SHARING PLAN
$29.7M · 96 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B