Original filing (PDF)20250929160810NAL0015420499001

KIRSCH, KOHN & BRIDGE LLP

Name: KIRSCH, KOHN & BRIDGE LLP — KIRSCH, KOHN & BRIDGE, LLP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KIRSCH, KOHN & BRIDGE LLP

Form 5500-SF

FILING_RECEIVED

KIRSCH, KOHN & BRIDGE, LLP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 KIRSCH, KOHN & BRIDGE LLP.

Plan sponsor

Name

KIRSCH, KOHN & BRIDGE LLP

EIN

95-3404284

Address

21800 OXNARD STREET, SUITE 900 · WOODLAND HILLS, CA · 91367

Phone

(818) 907-6500

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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