How big is Planner KATE LLC's plan?

Planner KATE LLC's plan reported $422K in assets and 3 participants for 2023.

Original filing (PDF)20240520134412NAL0000568179001

Planner KATE LLC

Name: Planner KATE LLC — Planner KATE LLC 401(k) Plan, Form 5500 (2023)
Creator: Planner KATE LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Planner KATE LLC 401(k) Plan

401(k) retirement plan · Planner KATE LLC's Planner KATE LLC 401(k) Plan held $422K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

Kathryn Antesberger signed Planner KATE LLC's 2023 Form 5500 as plan administrator.

Kathryn Antesberger — 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

Planner KATE LLC's EIN is 47-2871213.

EIN 47-2871213

Plan number 001

Plan year 2023

ACK ID 20240520134412NAL0000568179001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Planner KATE LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Planner KATE LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score