How big is KMA, S.C.'s plan?

KMA, S.C.'s plan reported $7.2M in assets and 74 participants for 2023.

Original filing (PDF)20240522140000NAL0001833491001

KMA, S.C.

Name: KMA, S.C. — KMA CPA'S & Consultants, S.C. 401(k), Form 5500 (2023)
Creator: KMA, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMA CPA'S & Consultants, S.C. 401(k) Plan

401(k) retirement plan · KMA, S.C.'s KMA CPA'S & Consultants, S.C. 401(k) Plan held $7.2M in plan assets for 74 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Jason R. Kadow signed KMA, S.C.'s 2023 Form 5500 as plan administrator.

Jason R. Kadow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KMA, S.C.'s EIN is 45-2904270.

EIN 45-2904270

Plan number 001

Plan year 2023

ACK ID 20240522140000NAL0001833491001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KMA, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KMA, S.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KMA, S.C.

EIN

all filings

Address

1200 JOHN Q HAMMONS DRIVE SUITE 500 · MADISON, WI · 53717

Phone

(608) 807-2633

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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