PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Sign up free
Welfare plans
/
Sponsors
/
KOHLHEPP INVESTMENT ADVISORS, LTD.
Sponsor portfolio
Welfare / Health
EIN
232965652
KOHLHEPP INVESTMENT ADVISORS, LTD.
3655 ROUTE 202 · DOYLESTOWN, PA 18902
2153405777
Plans filed
1
Years active
2024–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
6
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #002
$0
KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN
Self-funded
0 covered
·
0 carriers
Policy details
Latest year, by plan
Plan #002
KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
12 documents - 3 plans - 10 years