Original filing (PDF)20250721143150NAL0002064864001

KOEHLER FARRY & COMPANY, CPA, PA

Name: KOEHLER FARRY & COMPANY, CPA, PA — KOEHLER FARRY & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: KOEHLER FARRY & COMPANY, CPA, PA

Form 5500-SF

FILING_RECEIVED

KOEHLER FARRY & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

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

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 KOEHLER FARRY & COMPANY, CPA, PA.

Plan sponsor

Name

KOEHLER FARRY & COMPANY, CPA, PA

EIN

59-3379212all filings

Address

401 NORTH HOWARD AVENUE · TAMPA, FL · 33606

Phone

(813) 250-1200

Industry

CPA Offices· 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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

E & J ACCOUNTING, INC.

E&J ACCOUNTING 401(K) PLAN

$148K · 5 participants

OLD SILVER STRATEGIES LLC, D/B/A SUPPORTING STRATEGIES NORTH SHORE, ME

$148K · 15 participants

THE LEE ACCOUNTANCY GROUP, INC.

THE LEE ACCOUNTANCY GROUP, INC. DEFINED BENEFIT PLAN

$149K · 2 participants

GRIFFIN ACCOUNTING, PLLC

GRIFFIN ACCOUNTING, PLLC 401(K) PLAN

$149K · 8 participants

KURTIS SMITH LLC

KURTIS SMITH LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.