Original filing (PDF)20250410171922NAL0013344851001

KIRK CONSULTING

Name: KIRK CONSULTING — KIRK CONSULTING CASH BALANCE PLAN, Form 5500 (2024)
Creator: KIRK CONSULTING

Form 5500-SF

FILING_RECEIVED

KIRK CONSULTING CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIRK CONSULTING.

Plan sponsor

Name

KIRK CONSULTING

EIN

20-3284573

Address

8830 MORRO ROAD · ATASCADERO, CA · 93422

Phone

(805) 461-5765

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CREATIVE CO-OP, LLC

CREATIVE CO-OP, LLC 401(K) PLAN

$1.9M · 4 participants

THE PROGRAM MANAGMENT LLC

THE PROGRAM 401(K) PLAN

$1.9M · 27 participants

SWEENEY CONSTRUCTION CORPORATION

SWEENEY CONSTRUCTION CORPORATION 401(K) PLAN

$1.9M · 20 participants

THE ART OF DESIGN, INC.

THE ART OF DESIGN 401(K) PLAN

$1.8M · 16 participants

TANGRAM 3DS AND DESIGN SOLUTIONS LLC

TANGRAM 3DS 401(K) PROFIT SHARING PLAN

$1.8M · 9 participants