How big is KATE Hamlin Real Estate, Inc.'s plan?

KATE Hamlin Real Estate, Inc.'s plan reported $167K in assets and 1 participants for 2023.

Original filing (PDF)20240512014236NAL0074310402001

KATE Hamlin Real Estate, Inc.

Name: KATE Hamlin Real Estate, Inc. — KATE Hamlin Real, Form 5500 (2023)
Creator: KATE Hamlin Real Estate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATE Hamlin Real Estate 401(k) Plan

401(k) retirement plan · KATE Hamlin Real Estate, Inc.'s KATE Hamlin Real Estate 401(k) Plan held $167K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

KATE Hamlin signed KATE Hamlin Real Estate, Inc.'s 2023 Form 5500 as plan administrator.

KATE Hamlin — 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

KATE Hamlin Real Estate, Inc.'s EIN is 03-0611405.

EIN 03-0611405

Plan number 001

Plan year 2023

ACK ID 20240512014236NAL0074310402001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KATE Hamlin Real Estate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KATE Hamlin Real Estate, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATE HAMLIN REAL ESTATE, INC..

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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