· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GARY S. KORTZ DBA GK CONSULTING — GARY S. KORTZ DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251005173409NAL0002748785001
GARY S. KORTZ DBA GK CONSULTING
Form 5500-SF
FILING_RECEIVED
GARY S. KORTZ DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
GARY S. KORTZ DBA GK CONSULTING
.
Find decision makers
Plan sponsor
Name
GARY S. KORTZ DBA GK CONSULTING
EIN
62-1698804
Address
749 S. ONEIDA STREET · DENVER, CO · 80224
Phone
(720) 982-5836
Industry
Professional & Technical Services
see all
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
2025-10-05
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
KEYMARK ENTERPRISES, LLC
KEYMARK ENTERPRISES 401(K) PLAN
$2.7M
BANYAN INFRASTRUCTURE CORPORATION
BANYAN INFRASTRUCTURE CORPORATION 401(K) PLAN
$2.7M · 39 participants
GENWEST SYSTEMS, INC.
GENWEST SYSTEMS, INC. 401(K) PLAN
$2.7M · 42 participants
AGNI CONSULTING, INC.
AGNI CONSULTING, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 5 participants
SHOPSITE, INC
SHOPSITE, INC.
$2.7M · 9 participants
100
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.
SI TEC CONSULTING LLC
SI TEC CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.7M · 29 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B