How big is Koerner, Inc.'s plan?

Koerner, Inc.'s plan reported $4.2M in assets and 15 participants for 2024.

Original filing (PDF)20250728165711NAL0003392944001

Koerner, Inc.

Name: Koerner, Inc. — Koerner, Inc. Profit Sharing Plan, Form 5500 (2024)
Creator: Koerner, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koerner, Inc. Profit Sharing Plan

401(k) retirement plan · Koerner, Inc.'s Koerner, Inc. Profit Sharing Plan held $4.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Koerner, Inc.'s EIN is 82-0408123.

EIN 82-0408123

Plan number 001

Plan year 2024

ACK ID 20250728165711NAL0003392944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koerner, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koerner, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOERNER, INC..

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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