Back to filter
Original filing (PDF)20251013160042NAL0000807139001
KGM ENTERPRISES
Form 5500-SF
FILING_RECEIVED
KGM ENTERPRISES DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 KGM ENTERPRISES.
Plan sponsor
Name
KGM ENTERPRISES
EIN
82-3834786
Address
964 E TERRITORY STREET · MERIDIAN, ID · 83646
Phone
(714) 222-6614
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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 Finance & Insurance plans
THE WEGE FOUNDATION
THE WEGE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 5 participants
CARL M. BATES CHAPTER 13 TTEE
CARL M. BATES CHAPTER 13 TRUSTEE 401K PLAN
$1.2M · 12 participants
WESTMORELAND-FAYETTE WORK FORCE INV BOARD
WESTMORELAND-FAYETTE WORK FORCE INVESTMENT BOARD RETIREMENT PLAN
$1.2M · 10 participants
ACCELERATED CAPITAL MANAGEMENT, INC.
ACCELERATED CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN
$1.2M · 7 participants
ERAN SOUTH CORP
ERAN SOUTH CORP PROFIT SHARING PLAN
$1.2M · 2 participants
SUSA VENTURES MANAGEMENT, LLC
SUSA VENTURES 401(K) PLAN
$1.2M · 18 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants