Original filing (PDF)20250616150339NAL0001062337001

JLKGT INVESTMENTS, LLC

Name: JLKGT INVESTMENTS, LLC — KAUP VERSAILLES 401(K) PLAN, Form 5500 (2024)
Creator: JLKGT INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

KAUP VERSAILLES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 JLKGT INVESTMENTS, LLC.

Plan sponsor

Name

JLKGT INVESTMENTS, LLC

EIN

47-1592000

Address

42 WEST MAIN STREET · VERSAILLES, OH · 45380

Phone

(937) 526-3337

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

C & W PHARMACY, INC.

C & W PHARMACY, INC. 401(K) PLAN

$1.8M · 6 participants

CBAI 401(K) MULTIPLE EMPLOYER PLAN OVERSIGHT COMMITTEE

CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY HUDSON PHARMACY GROUP, INC.

$1.8M · 39 participants

MED SHOP TOTAL CARE, INC.

MED SHOP TOTAL CARE PENSION & PS 401(K) PLAN

$1.8M · 60 participants

S S V PHARMA, INC.

SSV PHARMA, INC. PROFIT SHARING PLAN

$1.8M · 5 participants

1700 PHARMACY, INC.

PICKWICK PHARMACY 401(K) PLAN