How big is Kathleen Burke Design, Inc.'s plan?

Kathleen Burke Design, Inc.'s plan reported $2.2M in assets and 6 participants for 2023.

Original filing (PDF)20240521171619NAL0001574851001

Kathleen Burke Design, Inc.

Name: Kathleen Burke Design, Inc. — Kathleen Burke Design, Form 5500 (2023)
Creator: Kathleen Burke Design, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen Burke Design, Inc. 401(k) Plan

401(k) retirement plan · Kathleen Burke Design, Inc.'s Kathleen Burke Design, Inc. 401(k) Plan held $2.2M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Kathleen Burke Design, Inc.'s EIN is 45-3073531.

EIN 45-3073531

Plan number 001

Plan year 2023

ACK ID 20240521171619NAL0001574851001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kathleen Burke Design, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kathleen Burke Design, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

KATHLEEN BURKE DESIGN, INC.

EIN

all filings

Address

3449 MT. DIABLO BLVD. · LAFAYETTE, CA · 945493987

Phone

(925) 284-2363

Industry

Professional & Technical Services

Plan administrator