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KONING AND ASSOCIATES — KONING AND ASSOCIATES 401-K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251110175228NAL0005178339001
KONING AND ASSOCIATES
Form 5500-SF
FILING_RECEIVED
KONING AND ASSOCIATES 401-K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
21
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
86
/ 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
KONING AND ASSOCIATES
.
Find decision makers
Plan sponsor
Name
KONING AND ASSOCIATES
EIN
71-0869616
Address
1631 WILLOW STREET #220 · SAN JOSE, CA · 95125
Phone
(408) 265-3800
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
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JENSEN-LEWIS CO. INC. PROFIT SHARING PLAN
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EASYK MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
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FURNITURESPEAK INC
80
Knocking points off
66% balance-to-active ratio — below typical for a healthy 401(k).
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.
FURNITURESPEAK INC 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 10 participants
FURNITURE FAIR, INC.
FURNITURE FAIR, INC. 401(K) PLAN-002
$3.8M · 53 participants
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