How big is KAY Casto & Chaney PLLC's plan?

KAY Casto & Chaney PLLC's plan reported $24.0M in assets and 44 participants for 2024.

Original filing (PDF)20250917080857NAL0000276560001

KAY Casto & Chaney PLLC

Name: KAY Casto & Chaney PLLC — KAY Casto & Chaney PLLC, Form 5500 (2024)
Creator: KAY Casto & Chaney PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAY Casto & Chaney PLLC Retirement Plan and Trust

401(k) retirement plan · KAY Casto & Chaney PLLC's KAY Casto & Chaney PLLC Retirement Plan and Trust held $24.0M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

People on this filing

Michael T. Chaney signed KAY Casto & Chaney PLLC's 2024 Form 5500 as plan administrator.

Michael T. Chaney — 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

KAY Casto & Chaney PLLC's EIN is 55-0370165.

EIN 55-0370165

Plan number 001

Plan year 2024

ACK ID 20250917080857NAL0000276560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KAY Casto & Chaney PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KAY Casto & Chaney PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAY CASTO & CHANEY PLLC.

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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