Original filing (PDF)20240520134412NAL0000568179001

PLANNER KATE LLC

Name: PLANNER KATE LLC — PLANNER KATE LLC 401(K) PLAN, Form 5500 (2023)
Creator: PLANNER KATE LLC

Form 5500-SF

FILING_RECEIVED

PLANNER KATE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNER KATE LLC.

Plan sponsor

Name

PLANNER KATE LLC

EIN

47-2871213all filings

Address

1121 S. GOLF LN. · OAK HARBOR, OH · 43449

Phone

(419) 654-2576

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-20

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

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