How big is KATE Downes ESQ's plan?

KATE Downes ESQ's plan reported $18K in assets and 2 participants for 2023.

Original filing (PDF)20240710123735NAL0031925106001

KATE Downes ESQ

Name: KATE Downes ESQ — KATE Downes ESQ 401(k) Plan, Form 5500 (2023)
Creator: KATE Downes ESQ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATE Downes ESQ 401(k) Plan

401(k) retirement plan · KATE Downes ESQ's KATE Downes ESQ 401(k) Plan held $18K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Kenneth Downes signed KATE Downes ESQ's 2023 Form 5500 as plan administrator.

Kenneth Downes — Plan Administrator — Form 5500 signer
KATE Downes — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KATE Downes ESQ's EIN is 14-1868108.

EIN 14-1868108

Plan number 001

Plan year 2023

ACK ID 20240710123735NAL0031925106001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KATE Downes ESQ from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KATE Downes ESQ's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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