Original filing (PDF)20251009180502NAL0016235938001

KINARD-STONE, INC.

Name: KINARD-STONE, INC. — KINARD-STONE, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: KINARD-STONE, INC.

Form 5500-SF

FILING_RECEIVED

KINARD-STONE, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 KINARD-STONE, INC..

Plan sponsor

Name

KINARD-STONE, INC.

EIN

31-1812637

Address

12801 COMMERCE LAKES DR · FORT MYERS, FL · 33913

Phone

(864) 414-2835

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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