How big is KATY Ballard Inc.'s plan?

KATY Ballard Inc.'s plan reported $583K in assets and 3 participants for 2022.

Original filing (PDF)20230907164911NAL0032970578001

KATY Ballard Inc.

Name: KATY Ballard Inc. — KATY Ballard Inc. 401(k) Plan, Form 5500 (2022)
Creator: KATY Ballard Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATY Ballard Inc. 401(k) Plan

401(k) retirement plan · KATY Ballard Inc.'s KATY Ballard Inc. 401(k) Plan held $583K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$583K

Net assets (EOY)

$583K

People on this filing

KATY BIES signed KATY Ballard Inc.'s 2022 Form 5500 as plan administrator.

KATY BIES — 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

KATY Ballard Inc.'s EIN is 47-2372514.

EIN 47-2372514

Plan number 001

Plan year 2022

ACK ID 20230907164911NAL0032970578001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

KATY Ballard Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATY BALLARD INC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score