How big is CPA MOMS 4's plan?

CPA MOMS 4's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20250704080354NAL0000720339001

CPA MOMS 4

Name: CPA MOMS 4 — Nicole KEHL, CPA 01K, Form 5500 (2024)
Creator: CPA MOMS 4
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nicole KEHL, CPA 01K

401(k) retirement plan · CPA MOMS 4's Nicole KEHL, CPA 01K held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Nick Rice signed CPA MOMS 4's 2024 Form 5500 as plan administrator.

Nick Rice — 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

CPA MOMS 4's EIN is 85-4356418.

EIN 85-4356418

Plan number 001

Plan year 2024

ACK ID 20250704080354NAL0000720339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CPA MOMS 4 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CPA MOMS 4's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CPA MOMS 4.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CPA MOMS 4

EIN

all filings

Address

1103 FOXFIRE RD · BARDSTOWN, KY · 40004

Phone

(502) 827-3889

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

2025-07-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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