How big is KBFG Securities America Inc.'s plan?

KBFG Securities America Inc.'s plan reported $129K in assets and 8 participants for 2024.

Original filing (PDF)20250720110547NAL0000779058001

KBFG Securities America Inc.

Name: KBFG Securities America Inc. — KBFG Securities, Form 5500 (2024)
Creator: KBFG Securities America Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBFG Securities America Inc. 401(k) Plan

401(k) retirement plan · KBFG Securities America Inc.'s KBFG Securities America Inc. 401(k) Plan held $129K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

People on this filing

Shirley Horner signed KBFG Securities America Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

KBFG Securities America Inc.'s EIN is 13-3848457.

EIN 13-3848457

Plan number 001

Plan year 2024

ACK ID 20250720110547NAL0000779058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KBFG Securities America Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KBFG Securities America Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KBFG SECURITIES AMERICA 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