How big is Koontz Ranch's plan?

Koontz Ranch's plan reported $981K in assets and 1 participants for 2023.

Original filing (PDF)20240514153409NAL0038552321001

Koontz Ranch

Name: Koontz Ranch — Koontz Ranch Cash Balance Plan, Form 5500 (2023)
Creator: Koontz Ranch
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koontz Ranch Cash Balance Plan

Defined-benefit pension plan · Koontz Ranch's Koontz Ranch Cash Balance Plan held $981K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

People on this filing

James C Koontz signed Koontz Ranch's 2023 Form 5500 as plan administrator.

James C Koontz — 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

Koontz Ranch's EIN is 85-0296368.

EIN 85-0296368

Plan number 002

Plan year 2023

ACK ID 20240514153409NAL0038552321001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Koontz Ranch's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOONTZ RANCH.

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KOONTZ RANCH

EIN

all filings

Address

PO BOX 2557 · CORRALES, NM · 87048

Phone

(505) 899-2420

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

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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