How big is Kimberlee M ORTH's plan?

Kimberlee M ORTH's plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20250923141958NAL0006933696001

Kimberlee M ORTH

Name: Kimberlee M ORTH — Kimberlee M. ORTH Defined Benefit, Form 5500 (2024)
Creator: Kimberlee M ORTH
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberlee M. ORTH Defined Benefit Plan

Defined-benefit pension plan · Kimberlee M ORTH's Kimberlee M. ORTH Defined Benefit Plan held $2.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jeremy J. Schira signed Kimberlee M ORTH's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Kimberlee M ORTH's EIN is 26-1737571.

EIN 26-1737571

Plan number 002

Plan year 2024

ACK ID 20250923141958NAL0006933696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimberlee M ORTH from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimberlee M ORTH's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score