How big is Kyle D. Overby LLC's plan?

Kyle D. Overby LLC's plan reported $553K in assets and 12 participants for 2025.

Original filing (PDF)20260306084624NAL0004893185001

Kyle D. Overby LLC

Name: Kyle D. Overby LLC — Overby Financial 401(k) Plan, Form 5500 (2025)
Creator: Kyle D. Overby LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overby Financial 401(k) Plan

401(k) retirement plan · Kyle D. Overby LLC's Overby Financial 401(k) Plan held $553K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

Kyle Overby signed Kyle D. Overby LLC's 2025 Form 5500 as plan administrator.

Kyle Overby — 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

Kyle D. Overby LLC's EIN is 20-0011874.

EIN 20-0011874

Plan number 001

Plan year 2025

ACK ID 20260306084624NAL0004893185001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kyle D. Overby LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kyle D. Overby LLC'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 KYLE D. OVERBY LLC.

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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