Original filing (PDF)20250718080216NAL0001335905001

BROWNING, KALECZYC, BERRY & HOVEN, P.C.

Name: BROWNING, KALECZYC, BERRY & HOVEN, P.C. — BROWNING KALECZYC BERRY & HOVEN, P.C. PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BROWNING, KALECZYC, BERRY & HOVEN, P.C.

Form 5500-SF

FILING_RECEIVED

BROWNING KALECZYC BERRY & HOVEN, P.C. PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWNING, KALECZYC, BERRY & HOVEN, P.C..

Plan sponsor

Name

BROWNING, KALECZYC, BERRY & HOVEN, P.C.

EIN

81-0431116

Address

P.O. BOX 1697 · HELENA, MT · 596241697

Phone

(406) 443-6820

Industry

Law 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

2025-07-18

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SAXTON & STUMP, LLC

SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN

$21.5M · 155 participants

DANZIGER & MARKHOFF LLP

DANZIGER & MARKHOFF LLP INCENTIVE SAVINGS TRUST

$21.5M · 56 participants

ALLEY, MAASS, ROGERS & LINDSAY, P.A

ALLEY, MAASS, ROGERS & LINDSAY, P.A. 401(K) PROFIT SHARING PLAN & TRUST

$21.6M · 30 participants

RUBERTO, ISRAEL & WEINER, P.C.

RUBERTO, ISRAEL & WEINER, P.C. RETIREMENT TRUST

$21.5M · 40 participants

NEUNERPATE

NEUNERPATE PROFIT SHARING 401(K) PLAN