How big is Tim KEHL CPA's plan?

Tim KEHL CPA's plan reported $176K in assets and 3 participants for 2024.

Back to filter

Original filing (PDF)20250520140101NAL0001373155001

Tim KEHL CPA

Name: Tim KEHL CPA — Form 5500 (2024)
Creator: Tim KEHL CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tim KEHL CPA

401(k) retirement plan · Tim KEHL CPA held $176K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

People on this filing

Tim KEHL signed Tim KEHL CPA's 2024 Form 5500 as plan administrator.

Tim KEHL — 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

Tim KEHL CPA's EIN is 77-0560928.

EIN 77-0560928

Plan number 001

Plan year 2024

ACK ID 20250520140101NAL0001373155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tim KEHL CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tim KEHL CPA'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 TIM KEHL CPA.

Finding similar companies…

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.

Plan sponsor

Name

TIM KEHL CPA

EIN

all filings

Address

950 S. BASCOM AVENUE, SUITE 1113 · SAN JOSE, CA · 95128

Phone

(408) 998-1040

Industry

CPA Offices· Professional & Technical Services

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

2025-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 CPA Offices plans

Helfer and Company, LLC

Helfer and Company, LLC 401(k) Profit Sharing Plan

$176K · 8 participants

Bennett a Kogan CPA PC

Bennett a Kogan CPA PC 401(k) Profit Share Plan and Trust

$175K · 2 participants

GREG Lemon CPA, PLLC

GREG Lemon CPA 401(k) and Profit Sharing Plan

$176K · 4 participants

TGCS CPAS

TGCS CPAS 401(k) Plan

$175K · 8 participants

Panayiotarakos & Co PC

Panayiotarakos 401(k)

$176K · 4 participants

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