Kahler & Associates, PC Kathy L. Kahler, Cpa 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kahler & Associates, PC Kathy L. Kahler, Cpa
  • Sponsor EIN: 521961480
  • Sponsor Address: 1810-J YORK ROAD 273, LUTHERVILLE, MD, 21093
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.8M$11,800$61,000
20232$1.5M$10,600$60,000
20222$1.4M$9,401$54,000

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