How big is Kibbey Wagner, PLLC's plan?

Kibbey Wagner, PLLC's plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250811164628NAL0016680594001

Kibbey Wagner, PLLC

Name: Kibbey Wagner, PLLC — Kibbey Wagner 401(k) Plan, Form 5500 (2024)
Creator: Kibbey Wagner, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kibbey Wagner 401(k) Plan

401(k) retirement plan · Kibbey Wagner, PLLC's Kibbey Wagner 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Kibbey Wagner, PLLC's EIN is 47-1227440.

EIN 47-1227440

Plan number 001

Plan year 2024

ACK ID 20250811164628NAL0016680594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kibbey Wagner, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kibbey Wagner, PLLC'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 KIBBEY WAGNER, PLLC.

Finding similar companies…

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