Original filing (PDF)20230419134613NAL0002906592001

KOCH & KOCH CPAS, P.C.

Name: KOCH & KOCH CPAS, P.C. — KOCH & KOCH CPAS, P.C. 401(K) P/S PLAN, Form 5500 (2022)
Creator: KOCH & KOCH CPAS, P.C.

Form 5500-SF

FILING_RECEIVED

KOCH & KOCH CPAS, P.C. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOCH & KOCH CPAS, P.C..

Plan sponsor

Name

KOCH & KOCH CPAS, P.C.

EIN

46-2981043

Address

1607 OAK ST · KANSAS CITY, MO · 64108

Phone

(816) 421-5757

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-18

Filed

2023-04-19

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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