Original filing (PDF)20250729105213NAL0001531555003

KING & GEORGE, LLC.

Name: KING & GEORGE, LLC. — KING & GEORGE, LLC. HEALTH & WELFARE PLAN, Form 5500 (2024)
Creator: KING & GEORGE, LLC.

Form 5500-SF

FILING_RECEIVED

KING & GEORGE, LLC. HEALTH & WELFARE PLAN

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$51K

Net assets (EOY)

$23K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING & GEORGE, LLC..

Plan sponsor

Name

KING & GEORGE, LLC.

EIN

45-2208512

Address

C/O TRUST MANAGEMENT SERVICES · 1 ALMADEN BLVD., STE 750 · SAN JOSE, CA · 95113

Phone

(408) 377-3441

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

505

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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