How big is David R. Koehler, CPA'S, Inc.'s plan?

David R. Koehler, CPA'S, Inc.'s plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20251014161535NAL0004492208001

David R. Koehler, CPA'S, Inc.

Name: David R. Koehler, CPA'S, Inc. — David R. Koehler, Form 5500 (2024)
Creator: David R. Koehler, CPA'S, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David R. Koehler, CPA 401(k) Profit Sharing Plan

401(k) retirement plan · David R. Koehler, CPA'S, Inc.'s David R. Koehler, CPA 401(k) Profit Sharing Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

David R. Koehler, CPA'S, Inc.'s EIN is 46-4393335.

EIN 46-4393335

Plan number 001

Plan year 2024

ACK ID 20251014161535NAL0004492208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David R. Koehler, CPA'S, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David R. Koehler, CPA'S, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R. KOEHLER, CPA'S, INC..

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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