How big is Kelevi Cellars Leslie G. Roberts' plan?

Kelevi Cellars Leslie G. Roberts' plan reported $867K in assets and 2 participants for 2023.

Original filing (PDF)20240712120138NAL0019786161004

Kelevi Cellars Leslie G. Roberts

Name: Kelevi Cellars Leslie G. Roberts — Kelevi Cellars, Form 5500 (2023)
Creator: Kelevi Cellars Leslie G. Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelevi Cellars Individual 401(k) Plan

401(k) retirement plan · Kelevi Cellars Leslie G. Roberts' Kelevi Cellars Individual 401(k) Plan held $867K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

Plan identifiers

Kelevi Cellars Leslie G. Roberts' EIN is 77-0408772.

EIN 77-0408772

Plan number 002

Plan year 2023

ACK ID 20240712120138NAL0019786161004

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kelevi Cellars Leslie G. Roberts from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kelevi Cellars Leslie G. Roberts' plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELEVI CELLARS LESLIE G. ROBERTS.

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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