How big is Kowallis and Richards, Inc.'s plan?

Kowallis and Richards, Inc.'s plan reported $569K in assets and 8 participants for 2023.

Original filing (PDF)20241002153711NAL0008564849001

Kowallis and Richards, Inc.

Name: Kowallis and Richards, Inc. — Kowallis and Richards, Form 5500 (2023)
Creator: Kowallis and Richards, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kowallis and Richards, Inc. 401(k) Plan

401(k) retirement plan · Kowallis and Richards, Inc.'s Kowallis and Richards, Inc. 401(k) Plan held $569K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

Plan identifiers

Kowallis and Richards, Inc.'s EIN is 82-0214122.

EIN 82-0214122

Plan number 002

Plan year 2023

ACK ID 20241002153711NAL0008564849001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kowallis and Richards, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kowallis and Richards, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOWALLIS AND RICHARDS, INC..

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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