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KATY BALLARD INC — KATY BALLARD INC. 401K PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230907164911NAL0032970578001
KATY BALLARD INC
Form 5500-SF
FILING_RECEIVED
KATY BALLARD INC. 401K PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$583K
Net assets (EOY)
$583K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KATY BALLARD INC
.
Find decision makers
Plan sponsor
Name
KATY BALLARD INC
DBA
VOVINA
EIN
47-2372514
Address
15644 NE 106TH WAY · REDMOND, WA · 980521017
Phone
—
Industry
Accommodation & Food Services
see all
Plan administrator
Name
KATY BIES
EIN
47-2372514
City
WOODINVILLE, WA
Phone
(425) 922-3160
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2023-09-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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