How big is KATN Financial, Inc.'s plan?

KATN Financial, Inc.'s plan reported $552K in assets and 6 participants for 2024.

Original filing (PDF)20250616145147NAL0001559072001

KATN Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

KATN Financial, Inc. 401(k) Plan

401(k) retirement plan · KATN Financial, Inc.'s KATN Financial, Inc. 401(k) Plan held $552K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

People on this filing

Matthew Merriman signed KATN Financial, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Merriman — 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

KATN Financial, Inc.'s EIN is 43-1819053.

EIN 43-1819053

Plan number 001

Plan year 2024

ACK ID 20250616145147NAL0001559072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KATN Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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