How big is KIM Steele's plan?

KIM Steele's plan reported $3.9M in assets and 11 participants for 2024.

Original filing (PDF)20250512130904NAL0017200705001

KIM Steele

Name: KIM Steele — KIM Steele 401(k) Plan, Form 5500 (2024)
Creator: KIM Steele
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KIM Steele 401(k) Plan

401(k) retirement plan · KIM Steele's KIM Steele 401(k) Plan held $3.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

KIM Steele signed KIM Steele's 2024 Form 5500 as plan administrator.

KIM Steele — 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

KIM Steele's EIN is 59-3250380.

EIN 59-3250380

Plan number 003

Plan year 2024

ACK ID 20250512130904NAL0017200705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KIM Steele from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

KIM STEELE

EIN

all filings

Address

1625 S. WASHINGTON AVE., STE. · TITUSVILLE, FL · 32780

Phone

(321) 267-7977

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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