Original filing (PDF)20230328192629NAL0076545618001

KBT, LLC

Name: KBT, LLC — KBT, LLC PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KBT, LLC

Form 5500-SF

FILING_RECEIVED

KBT, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 KBT, LLC.

Plan sponsor

Name

KBT, LLC

EIN

32-0258230

Address

555 CAPITOL MALL STE 570 · SACRAMENTO, CA · 95814

Phone

(916) 531-5566

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-31

Filed

2023-03-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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