How big is KBWU LLC's plan?

KBWU LLC's plan reported $11K in assets and 10 participants for 2024.

Original filing (PDF)20250710143725NAL0005622081001

KBWU LLC

Name: KBWU LLC — KBWU LLC 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: KBWU LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBWU LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · KBWU LLC's KBWU LLC 401(k) Profit Sharing Plan & Trust held $11K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

KAT Wurster signed KBWU LLC's 2024 Form 5500 as plan administrator.

KAT Wurster — 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

KBWU LLC's EIN is 83-2602914.

EIN 83-2602914

Plan number 001

Plan year 2024

ACK ID 20250710143725NAL0005622081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KBWU LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KBWU LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KBWU LLC

EIN

all filings

Address

2200 W WADLEY AVE STE 17 · MIDLAND, TX · 797056435

Phone

(478) 714-9112

Industry

Wholesale Trade

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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