Original filing (PDF)20251012100402NAL0000588226001

KTS EQUIPMENT, INC.

Name: KTS EQUIPMENT, INC. — KTS EQUIPMENT, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: KTS EQUIPMENT, INC.

Form 5500-SF

FILING_RECEIVED

KTS EQUIPMENT, INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KTS EQUIPMENT, INC.

EIN

34-1187623

Address

47117 ST. RT. 18 · WELLINGTON, OH · 44090

Phone

(440) 647-2015

Industry

Wholesale Tradesee 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

2025-10-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CLEVES AUTO PARTS, INC.

CLEVES AUTO PARTS, INC. 401(K) PLAN

$387K · 69 participants

VEHICLE INSPECTION SYSTEMS, INC.

VIS 401(K) RETIREMENT PLAN

$389K · 23 participants

TMT, LLC (DBA MIDAS OF RICHMOND)

MIDAS OF RICHMOND 401(K) PLAN

$385K · 35 participants

MIDWEST AUTO PARTS STORE LLC

MIDWEST AUTO PARTS STORE, LLC 401(K) PLAN

$392K · 20 participants

HARLEY DAVIDSON OF PORTLAND, INC

HARLEY DAVIDSON OF PORTLAND, INC 401(K) PLAN