Original filing (PDF)20240514153409NAL0038552321001

KOONTZ RANCH

Name: KOONTZ RANCH — KOONTZ RANCH CASH BALANCE PLAN, Form 5500 (2023)
Creator: KOONTZ RANCH

Form 5500-SF

FILING_RECEIVED

KOONTZ RANCH CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOONTZ RANCH.

Plan sponsor

Name

KOONTZ RANCH

EIN

85-0296368

Address

PO BOX 2557 · CORRALES, NM · 87048

Phone

(505) 899-2420

Industry

Agriculture, Forestry, Fishing, Huntingsee all

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

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

W. P. RODUNER CATTLE & FARMING CO.

W. P. RODUNER CATTLE & FARMING CO. PROFIT SHARING PLAN

$973K · 9 participants

RANDAL M. RINIKER, REVOKABLE TRUST

RINIKER 401(K) PLAN

$967K · 3 participants

ZAMBRUNO FARMS

ZAMBRUNO FARMS 401(K) PROFIT SHARING PLAN

$997K · 3 participants

H BAR N

H BAR N 401(K) PLAN AND TRUST

$1.0M · 5 participants

CALIFORNIA CATTLEMEN'S ASSOCIATION

CALIFORNIA CATTLEMEN'S ASSOCIATION 401(K) PLAN

$1.0M · 7 participants