How big is KC Holdings DBA Iwealth's plan?

KC Holdings DBA Iwealth's plan reported $997K in assets and 8 participants for 2023.

Original filing (PDF)20240604124936NAL0033659056001

KC Holdings DBA Iwealth

Name: KC Holdings DBA Iwealth — Iwealth 401(k) Plan, Form 5500 (2023)
Creator: KC Holdings DBA Iwealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Iwealth 401(k) Plan

401(k) retirement plan · KC Holdings DBA Iwealth's Iwealth 401(k) Plan held $997K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

People on this filing

Shawn Pomeroy signed KC Holdings DBA Iwealth's 2023 Form 5500 as plan administrator.

Shawn Pomeroy — 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

KC Holdings DBA Iwealth's EIN is 52-2389731.

EIN 52-2389731

Plan number 001

Plan year 2023

ACK ID 20240604124936NAL0033659056001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KC Holdings DBA Iwealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KC Holdings DBA Iwealth'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 KC HOLDINGS DBA IWEALTH.

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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