How big is Katelyn Rose Schaffner's plan?

Katelyn Rose Schaffner's plan reported $418 in assets and 4 participants for 2023.

Original filing (PDF)20240521220357NAL0001532547013

Katelyn Rose Schaffner

Name: Katelyn Rose Schaffner — Katelyn Rose Schaffner, Form 5500 (2023)
Creator: Katelyn Rose Schaffner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katelyn Rose Schaffner 401(k) Plan

401(k) retirement plan · Katelyn Rose Schaffner's Katelyn Rose Schaffner 401(k) Plan held $418 in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$418

Net assets (EOY)

$418

People on this filing

QIAN LIU signed Katelyn Rose Schaffner's 2023 Form 5500 as plan administrator.

QIAN LIU — 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

Katelyn Rose Schaffner's EIN is 86-3659116.

EIN 86-3659116

Plan number 001

Plan year 2023

ACK ID 20240521220357NAL0001532547013

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Katelyn Rose Schaffner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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