Original filing (PDF)20240215203248NAL0000400993001

BRYAN J. KIEFER, P.A.

Name: BRYAN J. KIEFER, P.A. — RODGERS-KIEFER TITLE 401K PLAN, Form 5500 (2022)
Creator: BRYAN J. KIEFER, P.A.

Form 5500-SF

FILING_RECEIVED

RODGERS-KIEFER TITLE 401K PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 3.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYAN J. KIEFER, P.A..

Plan sponsor

Name

BRYAN J. KIEFER, P.A.

EIN

45-0591977

Address

327 SOUTH COUNTY HWY. 393, UNIT 202 · SANTA ROSA BEACH, FL · 32459

Phone

(850) 460-3260

Industry

Real Estatesee 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

2024-02-15

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

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

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