Original filing (PDF)20250402085532NAL0009579553001

DAVID KUGLER CONSULTING INC

Name: DAVID KUGLER CONSULTING INC — DAVID KUGLER CONSULTING INC 401K PLAN, Form 5500 (2024)
Creator: DAVID KUGLER CONSULTING INC

Form 5500-SF

FILING_RECEIVED

DAVID KUGLER CONSULTING INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DAVID KUGLER CONSULTING INC

EIN

47-2816318

Address

8740 NORTHEAST 2ND AVENUE · EL PORTAL, FL · 33138

Phone

(786) 202-1394

Industry

Professional & Technical Servicessee 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

2025-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

FIRST WATCH MARITIME, INC

FIRST WATCH MARITIME, INC 401(K) PLAN

$38K · 5 participants

TRILATERAL CONSULTING

TRILATERAL CONSULTING 401(K) PLAN

$38K · 17 participants

KNIT EOR SERVICES (USA) INC.

KNIT EOR SERVICES (USA) INC. 401(K) MEP

$38K · 8 participants

EDGE EXPRESS CAR WASH

EDGE EXPRESS CAR WASH RETIREMENT TRUST

$38K · 5 participants

KKU CONSULTING INC

KKU CONSULTING INC 401(K)

$38K · 1 participants