How big is Kirk & Toberty's plan?

Kirk & Toberty's plan reported $3.0M in assets and 4 participants for 2024.

Original filing (PDF)20250702122713NAL0007620003001

Kirk & Toberty

Name: Kirk & Toberty — Kirk & Toberty 401(k) Plan, Form 5500 (2024)
Creator: Kirk & Toberty
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kirk & Toberty 401(k) Plan

401(k) retirement plan · Kirk & Toberty's Kirk & Toberty 401(k) Plan held $3.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Kirk & Toberty's EIN is 33-0569975.

EIN 33-0569975

Plan number 001

Plan year 2024

ACK ID 20250702122713NAL0007620003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kirk & Toberty from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kirk & Toberty's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIRK & TOBERTY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

KIRK & TOBERTY

EIN

all filings

Address

2201 DUPONT DRIVE SUITE 820 · IRVINE, CA · 92612

Phone

(949) 851-0355

Industry

Law Offices· Professional & Technical Services

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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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