Original filing (PDF)20230720131737NAL0003705617001

KIMBLE AND COMPANY

Name: KIMBLE AND COMPANY — KIMBLE AND COMPANY 401K & PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KIMBLE AND COMPANY

Form 5500-SF

FILING_RECEIVED

KIMBLE AND COMPANY 401K & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 KIMBLE AND COMPANY.

Plan sponsor

Name

KIMBLE AND COMPANY

EIN

33-0053670

Address

15182 BOLSA CHICA ST # A · HUNTINGTON BEACH, CA · 92649

Phone

(714) 894-7310

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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