· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KOHLMAN, BIERSCHBACH & ANDERSON, LLP — KOHLMAN, BIERSCHBACH & ANDERSON, LLP, PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718104850NAL0002893394001
KOHLMAN, BIERSCHBACH & ANDERSON, LLP
Form 5500-SF
FILING_RECEIVED
KOHLMAN, BIERSCHBACH & ANDERSON, LLP, PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
29
Accounts w/ balance
29
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KOHLMAN, BIERSCHBACH & ANDERSON, LLP
.
Find decision makers
Plan sponsor
Name
KOHLMAN, BIERSCHBACH & ANDERSON, LLP
EIN
46-0283230
Address
210 E GRAND CROSSING · MOBRIDGE, SD · 57601
Phone
(605) 845-3658
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2B · Target benefit
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
DEBENEDETTI & CO., PLLC
DEBENEDETTI & CO. 401(K) PLAN
$2.5M · 9 participants
BASHOR & LEGENDRE. LLP
BASHOR & LEGENDRE. LLP 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 22 participants
HILBURN & LEIN, CPAS
HILBURN & LEIN, CPAS 401(K) PLAN
$2.5M · 15 participants
WILLIAM F HOPKINS
WILLIAM F. HOPKINS RETIREMENT PLAN
$2.5M · 1 participants
SUNDIN & COMPANY, PLC
SUNDIN & COMPANY, PLC CASH BALANCE PLAN
$2.5M · 4 participants
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.
MICHAEL V. JOYNER & CO., CPA, PA & SILVERCARE
MICHAEL V. JOYNER & CO., CPA, PA & SILVERCARE 401(K) PLAN
$2.5M · 25 participants
Large plans in South Dakota
BLACK HILLS CORPORATION
BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$811.2M · 2,830 participants
ALTA TRUST COMPANY
EAGLE MID CAP GROWTH CIT
$625.4M
ALTA TRUST COMPANY
SLOY DAHL & HOLST AGGRESSIVE
$369.6M
MONUMENT HEALTH, INC.
MONUMENT HEALTH, INC. 403(B) PLAN
$364.8M · 5,494 participants
ALTA TRUST COMPANY
AM1 DOMESTIC EQUITY
$359.5M
AT - T. ROWE PRICE LARGE CAP GROWTH TRUST
AT T. ROWE PRICE LARGE CAP GROWTH TRUST
$292.7M
