Original filing (PDF)20250606132928NAL0035379682001

KUNDINGER, CORDER & MONTOYA P.C

Name: KUNDINGER, CORDER & MONTOYA P.C — KUNDINGER, CORDER & MONTOYA, P.C., Form 5500 (2024)
Creator: KUNDINGER, CORDER & MONTOYA P.C

Form 5500-SF

FILING_RECEIVED

KUNDINGER, CORDER & MONTOYA, P.C.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 KUNDINGER, CORDER & MONTOYA P.C.

Plan sponsor

Name

KUNDINGER, CORDER & MONTOYA P.C

EIN

84-1255164

Address

475 LINCOLN STREET SUITE 200 · DENVER, CO · 802033485

Phone

(303) 534-5953

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

2025-06-06

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

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

PROCTOR COMPANY

PROCTOR COMPANY 401K PROFIT SHARING PLAN

$7.5M · 16 participants

SOARES, SANDALL, BERNACCHI & PETROVICH, LLP

SOARES, SANDALL, BERNACCHI & PETROVICH, LLP 401(K) PROFIT SHARING PLAN

$7.4M · 27 participants

MANZI, PINO & COMPANY, CPA'S P.C.

MANZI, PINO & COMPANY, CPA'S, PC CASH OR DEFERRED PLAN

$7.5M · 12 participants

CHEN & FAN ACCOUNTANCY CORPORATION

CHEN & FAN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN

$7.5M · 27 participants

KOERNER & KOERNER, P.A.