How big is Kaufman Sales' plan?

Kaufman Sales' plan reported $29K in assets and 6 participants for 2023.

Original filing (PDF)20240828061817NAL0006656547001

Kaufman Sales

Name: Kaufman Sales — Trifecta 401(k) MEP AS Adopted by, Form 5500 (2023)
Creator: Kaufman Sales
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trifecta 401(k) MEP AS Adopted by Kaufman Sales

401(k) retirement plan · Kaufman Sales' Trifecta 401(k) MEP AS Adopted by Kaufman Sales held $29K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Betty Caldwell signed Kaufman Sales' 2023 Form 5500 as plan administrator.

Betty Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kaufman Sales' EIN is 83-1676301.

EIN 83-1676301

Plan number 001

Plan year 2023

ACK ID 20240828061817NAL0006656547001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kaufman Sales from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kaufman Sales' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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