Original filing (PDF)20251007085154NAL0007576176001

KMJ TAX AND ACCOUNTING, INC.

Name: KMJ TAX AND ACCOUNTING, INC. — KMJ TAX AND ACCOUNTING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KMJ TAX AND ACCOUNTING, INC.

Form 5500-SF

FILING_RECEIVED

KMJ TAX AND ACCOUNTING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KMJ TAX AND ACCOUNTING, INC..

Plan sponsor

Name

KMJ TAX AND ACCOUNTING, INC.

EIN

47-2803241all filings

Address

16642 W. NATIONAL AVENUE · NEW BERLIN, WI · 53151

Phone

(262) 547-1121

Industry

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

2025-10-07

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

RIPTIDE RESOURCES, LLC

RIPTIDE RESOURCES, LLC 401(K) PLAN

$23K · 5 participants

GPC USA, INC.

GPC USA, INC. 401(K) PLAN

$23K · 4 participants

KBCPA ACCOUNTING, PROFESSIONAL CORP

KBCPA ACCOUNTING, PROFESSIONAL 401(K) PLAN

$23K · 6 participants

KATHE BARRINGTON, CPA

$23K · 6 participants

ILLUSTRO ACCOUNTING LLC

ILLUSTRO ACCOUNTING 401(K) PLAN

$23K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.