How big is Katee Sales, Inc.'s plan?

Katee Sales, Inc.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250523104601NAL0009931394001

Katee Sales, Inc.

Name: Katee Sales, Inc. — Katee Sales, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Katee Sales, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katee Sales, Inc. 401(k) Plan

401(k) retirement plan · Katee Sales, Inc.'s Katee Sales, Inc. 401(k) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Thomas Wakefield signed Katee Sales, Inc.'s 2024 Form 5500 as plan administrator.

Thomas Wakefield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Katee Sales, Inc.'s EIN is 39-1788825.

EIN 39-1788825

Plan number 001

Plan year 2024

ACK ID 20250523104601NAL0009931394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katee Sales, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katee Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score