Original filing (PDF)20240731091159NAL0012557139001

KAY'S LLC

Name: KAY'S LLC — KAY'S LLC 401 (K) PLAN, Form 5500 (2023)
Creator: KAY'S LLC

Form 5500-SF

FILING_RECEIVED

KAY'S LLC 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

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 KAY'S LLC.

Plan sponsor

Name

KAY'S LLC

EIN

45-3974582

Address

4815 CAPISTRANO AVE · SAN JOSE, CA · 95129

Phone

(408) 309-1973

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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