How big is Pension Kinetics, Inc.'s plan?

Pension Kinetics, Inc.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250822194253NAL0005594257001

Pension Kinetics, Inc.

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

Form 5500-SF

FILING_RECEIVED

Pension Kinetics, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Pension Kinetics, Inc.'s Pension Kinetics, Inc. 401(k) Profit Sharing Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Josephine DO signed Pension Kinetics, Inc.'s 2024 Form 5500 as plan administrator.

Josephine DO — 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

Pension Kinetics, Inc.'s EIN is 27-1318562.

EIN 27-1318562

Plan number 001

Plan year 2024

ACK ID 20250822194253NAL0005594257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pension Kinetics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION KINETICS, 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