How big is KB Actuarial, Inc.'s plan?

KB Actuarial, Inc.'s plan reported $745K in assets and 2 participants for 2024.

Original filing (PDF)20250610132827NAL0043877074001

KB Actuarial, Inc.

Name: KB Actuarial, Inc. — KB Actuarial, Inc. 401(k) Plan, Form 5500 (2024)
Creator: KB Actuarial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KB Actuarial, Inc. 401(k) Plan

401(k) retirement plan · KB Actuarial, Inc.'s KB Actuarial, Inc. 401(k) Plan held $745K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$745K

Net assets (EOY)

$745K

Plan identifiers

KB Actuarial, Inc.'s EIN is 27-1837997.

EIN 27-1837997

Plan number 001

Plan year 2024

ACK ID 20250610132827NAL0043877074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KB ACTUARIAL, INC.

EIN

all filings

Address

PO BOX 1290 · YUCIAPA, CA · 92399

Phone

(909) 790-1331

Industry

Finance & Insurance

Plan administrator