How big is Kochan & Stephenson's plan?

Kochan & Stephenson's plan reported $291K in assets and 3 participants for 2024.

Original filing (PDF)20251014173247NAL0003398385001

Kochan & Stephenson

Name: Kochan & Stephenson — Kochan & Stephenson 401(k), Form 5500 (2024)
Creator: Kochan & Stephenson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kochan & Stephenson 401(k) Plan & Trust

401(k) retirement plan · Kochan & Stephenson's Kochan & Stephenson 401(k) Plan & Trust held $291K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

People on this filing

Mathew Stephenson signed Kochan & Stephenson's 2024 Form 5500 as plan administrator.

Mathew Stephenson — 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

Kochan & Stephenson's EIN is 94-3225047.

EIN 94-3225047

Plan number 001

Plan year 2024

ACK ID 20251014173247NAL0003398385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kochan & Stephenson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kochan & Stephenson's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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