How big is Karen Willis Holmes Inc.'s plan?

Karen Willis Holmes Inc.'s plan reported $4K in assets for 2022.

Original filing (PDF)20230605191519NAL0053180770001

Karen Willis Holmes Inc.

Name: Karen Willis Holmes Inc. — Karen Willis Holmes Inc., Form 5500 (2022)
Creator: Karen Willis Holmes Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karen Willis Holmes Inc. 401 (K)

401(k) retirement plan · Karen Willis Holmes Inc.'s Karen Willis Holmes Inc. 401 (K) reported $4K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Stephanie Martinich signed Karen Willis Holmes Inc.'s 2022 Form 5500 as plan administrator.

Stephanie Martinich — 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

Karen Willis Holmes Inc.'s EIN is 46-4218899.

EIN 46-4218899

Plan number 001

Plan year 2022

ACK ID 20230605191519NAL0053180770001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Karen Willis Holmes Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Karen Willis Holmes 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 KAREN WILLIS HOLMES INC.

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Plan health score

Above-average plan

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