Original filing (PDF)20250819111837NAL0004016130001

BOB KAT ENVY LLC

Name: BOB KAT ENVY LLC — FUNDING YOUR FUTURE 401(K) PLAN, Form 5500 (2024)
Creator: BOB KAT ENVY LLC

Form 5500-SF

FILING_RECEIVED

FUNDING YOUR FUTURE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

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 BOB KAT ENVY LLC.

Plan sponsor

Name

BOB KAT ENVY LLC

EIN

27-3133655

Address

209 CREEK ROAD · DOYLESTOWN, PA · 18901

Phone

(215) 760-7626

Industry

Other Services (ex. Public Admin)see 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

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

REGENERATION PITTSBURGH

REGENERATION PITTSBURGH 401(K) SAVINGS PLAN

$526K · 7 participants

SJS HOSPITALITY LLC

SJS HOSPITALITY LLC 401K PLAN

$526K · 289 participants

COMPEL FITNESS, LLC

COMPEL FITNESS, LLC 401(K) RETIREMENT SAVINGS PLAN

$528K · 18 participants

K KOMFORT INC.

K KOMFORT INC. 401(K) PROFIT SHARING PLAN AND TRUST

$529K · 27 participants

LIFE WARRIOR COACHING LLC

LIFE WARRIOR COACHING LLC 401(K) PROFIT SHARING PLAN & TRUST