How big is Katie B. Enterprises Inc.'s plan?

Katie B. Enterprises Inc.'s plan reported $166K in assets and 2 participants for 2024.

Original filing (PDF)20250930130525NAL0029392034001

Katie B. Enterprises Inc.

Name: Katie B. Enterprises Inc. — Katie B. Enterprises, Form 5500 (2024)
Creator: Katie B. Enterprises Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katie B. Enterprises Inc. 401(k) PSP & Trust

401(k) retirement plan · Katie B. Enterprises Inc.'s Katie B. Enterprises Inc. 401(k) PSP & Trust held $166K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

People on this filing

Farah Kobeissi-Nasser signed Katie B. Enterprises Inc.'s 2024 Form 5500 as plan administrator.

Farah Kobeissi-Nasser — 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

Katie B. Enterprises Inc.'s EIN is 20-8805876.

EIN 20-8805876

Plan number 001

Plan year 2024

ACK ID 20250930130525NAL0029392034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katie B. Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katie B. Enterprises Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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