Original filing (PDF)20250412220354NAL0048729202037

KING T CHAN FAMILY INC

Name: KING T CHAN FAMILY INC — KING T CHAN FAMILY 401(K) PLAN, Form 5500 (2024)
Creator: KING T CHAN FAMILY INC

Form 5500-SF

FILING_RECEIVED

KING T CHAN FAMILY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$562K

Net assets (EOY)

$562K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING T CHAN FAMILY INC.

Plan sponsor

Name

KING T CHAN FAMILY INC

EIN

83-3267839

Address

1778 28TH AVE · SAN FRANCISCO, CA · 94122

Phone

(415) 992-0085

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

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

Related plans

Similar-size All Other Professional Services plans

JOANIE WYLL & ASSOCIATES, INC.

JOANIE WYLL & ASSOCIATES PROFIT SHARING PLAN

$561K · 2 participants

SUPERIOR SHEET METAL CORP

SUPERIOR SHEET METAL CORP 401(K) PROFIT SHARING PLAN & TRUST

$561K · 19 participants

BRAHMA MASONRY CONSTRUCTION, INC.

BRAHMA MASONRY CONSTRUCTION INC. 401(K) PLAN

$562K · 14 participants

THOMAS E. THEVENIN, CPA, P.C.

THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

$561K · 1 participants

WASHINGTON EXEC, INCORPORATED