Original filing (PDF)20250722135622NAL0003237920001

Einberger Financial Planning, Inc. DBA KE Financial Partners

Name: Einberger Financial Planning, Inc. DBA KE Financial Partners — Form 5500 Plan 001 (2024)
Creator: Einberger Financial Planning, Inc. DBA KE Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KE Financial Partners 401(k) Plan

401(k) retirement plan · Einberger Financial Planning, Inc. DBA KE Financial Partners' KE Financial Partners 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Einberger Financial Planning, Inc. DBA KE Financial Partners' EIN is 80-0137757.

EIN 80-0137757

Plan number 001

Plan year 2024

ACK ID 20250722135622NAL0003237920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Einberger Financial Planning, Inc. DBA KE Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Einberger Financial Planning, Inc. DBA KE Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EINBERGER FINANCIAL PLANNING, INC. DBA KE FINANCIAL PARTNERS.

Finding similar companies…

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