· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KB&P FINANCIAL PARTNERS — KB&P FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250320061220NAL0003340531001
KB&P FINANCIAL PARTNERS
Form 5500-SF
FILING_RECEIVED
KB&P FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KB&P FINANCIAL PARTNERS
.
Find decision makers
Plan sponsor
Name
KB&P FINANCIAL PARTNERS
EIN
31-1047533
Address
49 EAST COLLEGE AVENUE, SUITE 200 · SPRINGFIELD, OH · 45504
Phone
(937) 390-8750
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-20
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
WESTSHORE WEALTH, LLC
WESTSHORE WEALTH 401(K) PLAN
$2.0M · 10 participants
SAM ADVISORS, LLC
SAM ADVISORS, LLC 401(K) PLAN
$2.0M · 4 participants
AVALON ADVISORY GROUP LLC DBA ASPIRE WEALTH ARCHITECTS
AVALON ADVISORY GROUP 401(K) PLAN
$2.0M · 5 participants
REGIS METRO ASSOCIATES
REGIS METRO ASSOCIATES RETIREMENT TRUST
$2.0M · 6 participants
DEC ASSOCIATES, INC.
DEC ASSOCIATES, INC. DEFINED BENEFIT PLAN
$2.0M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AGVICTUS CAPITAL MANAGEMENT
AGVICTUS CAPITAL MANAGEMENT 401K PLAN
$2.0M · 5 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
