How big is Keepitsimple's plan?

Keepitsimple's plan reported $7K in assets and 19 participants for 2023.

Original filing (PDF)20240914050559NAL0023377762001

Keepitsimple

Name: Keepitsimple — KEEP IT Simple 401(k) Plan, Form 5500 (2023)
Creator: Keepitsimple
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEEP IT Simple 401(k) Plan

401(k) retirement plan · Keepitsimple's KEEP IT Simple 401(k) Plan held $7K in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Brian Walding signed Keepitsimple's 2023 Form 5500 as plan administrator.

Brian Walding — 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

Keepitsimple's EIN is 85-1195827.

EIN 85-1195827

Plan number 001

Plan year 2023

ACK ID 20240914050559NAL0023377762001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

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

Plan sponsor

Name

KEEPITSIMPLE

EIN

all filings

Address

CO WALDING LLC · 2227 FIRST AVENUE SOUTH, STE 100 · BIRMINGHAM, AL · 35233

Phone

(205) 307-5047

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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