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

Kohmann Bosshard Financial Services LLC's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250716082607NAL0001805011001

Kohmann Bosshard Financial Services LLC

Name: Kohmann Bosshard Financial Services LLC — Form 5500 Plan 002 (2024)
Creator: Kohmann Bosshard Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kohmann Bosshard Financial Services LLC Cash Balance Plan

Defined-benefit pension plan · Kohmann Bosshard Financial Services LLC's Kohmann Bosshard Financial Services LLC Cash Balance Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 002

Plan year 2024

ACK ID 20250716082607NAL0001805011001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score