Original filing (PDF)20250929174100NAL0005166579001

KJ KALIN, INC.

Name: KJ KALIN, INC. — KJ KALIN, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KJ KALIN, INC.

Form 5500-SF

FILING_RECEIVED

KJ KALIN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 KJ KALIN, INC..

Plan sponsor

Name

KJ KALIN, INC.

EIN

26-1580858

Address

908 CUMBERLAND PLACE · LAKE OSWEGO, OR · 97034

Phone

(503) 244-4253

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WEALTHGUARD ADVISORS, INC.

WEALTHGUARD ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 5 participants

INNOVA WEALTH PARTNERS, LLC

INNOVA WEALTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 4 participants

ONE EAST CAPITAL ADVISORS, L.P.

ONE EAST CAPITAL ADVISORS, L.P. INCENTIVE SAVINGS TRUST

$2.0M · 6 participants

THE LIFE ASSOCIATES, INC.

THE LIFE ASSOCIATES, INC. & BLANKENSHIP 401(K) PLAN

$2.0M · 11 participants

THE RENN WEALTH MANAGEMENT GROUP, INC