Original filing (PDF)20251008134614NAL0003327251001

KMB ASSOCIATES PLLC

Name: KMB ASSOCIATES PLLC — KMB ASSOCIATES PLLC 401(K), Form 5500 (2024)
Creator: KMB ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

KMB ASSOCIATES PLLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

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 KMB ASSOCIATES PLLC.

Plan sponsor

Name

KMB ASSOCIATES PLLC

EIN

27-2907979

Address

938 ALDINE BENDER RD · HOUSTON, TX · 77032

Phone

(818) 306-0149

Industry

Health Care & Social Assistancesee 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

2025-10-08

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

DAWN-RA CORPORATION D.B.A ORANGE HEALTH CARE CENTER

ORANGE HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN

$612K · 29 participants

UNIVERSAL COMMUNITY HOMES

UNIVERSAL COMMUNITY HOMES 403(B) RETIREMENT PLAN

$612K · 16 participants

OVATION SENIOR INVESTMENTS, LLC

OSI 401(K) PLAN

$613K · 6 participants

ROBSAG, INC.

ROBSAG, INC. 401(K) PLAN

$612K · 140 participants

TRINITY VILLAGE, INC.

TRINITY VILLAGE INC PROFIT SHARING PLAN

$611K · 174 participants