Original filing (PDF)20251126140833NAL0009566274001

K AND A WEALTH ADVISORS

Name: K AND A WEALTH ADVISORS — K AND A WEALTH ADVISORS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: K AND A WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

K AND A WEALTH ADVISORS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K AND A WEALTH ADVISORS.

Plan sponsor

Name

K AND A WEALTH ADVISORS

EIN

82-2300429

Address

7924 JESSIES WAY · STE A · HAMILTON, OH · 45011

Phone

(513) 886-5444

Industry

Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

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

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