Back to filter
Original filing (PDF)20230606101951NAL0019322083001
KBFD MANAGEMENT INC.
Form 5500-SF
FILING_RECEIVED
KIMBALL AND BEECHER, P.L.C. 401(K) PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
115
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KBFD MANAGEMENT INC..
Plan sponsor
Name
KBFD MANAGEMENT INC.
EIN
81-2819473
Address
4015 HURST DRIVE · WATERLOO, IA · 50701
Phone
(319) 235-6287
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-06
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)
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Offices of Dentists plans
DENTAL HEALTH CARE ASSOCIATES
DENTAL HEALTH CARE ASSOCIATES 401K PROFIT SHARING PLAN
$5.8M · 79 participants
MARBASA LLC
DR. MARTHA E BARRAGAN DDS, INC. DEFINED BENEFIT PLAN II
$5.8M · 7 participants
ALEXA HILL, D.D.S. PC
ALEXA HILL, D.D.S. 401(K) PLAN
$5.8M · 7 participants
MELINDA HARR, DDS, PC
MELINDA HARR DDS PC 401K PLAN
$5.8M · 22 participants
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A.
LEAL, SPANGLER AND JOHNSON, D.D.S., P.A. EMPLOYEES' PENSION PLAN
$5.8M · 12 participants
ROBERT GITTELMAN, D.D.S., P.C.
ROBERT GITTELMAN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$5.8M · 6 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B