How big is Kohmann Bosshard Financial Services LLC's plan?

Kohmann Bosshard Financial Services LLC's plan reported $745K in assets and 12 participants for 2024.

Original filing (PDF)20250716082435NAL0003977456001

Kohmann Bosshard Financial Services LLC

Name: Kohmann Bosshard Financial Services LLC — Form 5500 Plan 001 (2024)
Creator: Kohmann Bosshard Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kohmann Bosshard Financial Services LLC 401(k) Plan

401(k) retirement plan · Kohmann Bosshard Financial Services LLC's Kohmann Bosshard Financial Services LLC 401(k) Plan held $745K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$745K

Net assets (EOY)

$745K

People on this filing

Dean Kohmann signed Kohmann Bosshard Financial Services LLC's 2024 Form 5500 as plan administrator.

Dean Kohmann — 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

Kohmann Bosshard Financial Services LLC's EIN is 47-4841807.

EIN 47-4841807

Plan number 001

Plan year 2024

ACK ID 20250716082435NAL0003977456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kohmann Bosshard Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kohmann Bosshard Financial Services LLC'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 KOHMANN BOSSHARD FINANCIAL SERVICES LLC.

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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