Original filing (PDF)20250527141358NAL0004058355001

KAFL, INC.

Name: KAFL, INC. — KAFL, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2023)
Creator: KAFL, INC.

Form 5500-SF

FILING_RECEIVED

KAFL, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 6.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 6.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KAFL, INC.

EIN

16-1401744all filings

Address

800 LINDEN AVENUE · ROCHESTER, NY · 14625

Phone

(585) 271-6400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HEARTLAND FINANCIAL GROUP

HEARTLAND FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN

MAHORSKY GROUP, INC.

MAHORSKY GROUP, INC. 401(K) PLAN

ABBM COMPANY, LLC

ABBM COMPANY, LLC 401(K) PLAN

RDK ADVISORS, LLC

RDK ADVISORS 401(K) PLAN

$0 · 3 participants

ZACHARY A GREEN

GREEN INSURANCE AGENCY RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.