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KINERGETICS, LLC — KINERGETICS PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241014123003NAL0013280371001
KINERGETICS, LLC
Form 5500-SF
FILING_RECEIVED
KINERGETICS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$743K
Net assets (EOY)
$743K
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
KINERGETICS, LLC
.
Find decision makers
Plan sponsor
Name
KINERGETICS, LLC
EIN
51-0572761
Address
1050 REGENT ST., SUITE L6 · MADISON, WI · 53715
Phone
(608) 442-1127
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2024-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
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—
Trustee / custodian
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Trustee phone
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