How big is K.B.M Financial LLC's plan?

K.B.M Financial LLC's plan reported $2K in assets and 15 participants for 2024.

Original filing (PDF)20250722201145NAL0001632403001

K.B.M Financial LLC

Name: K.B.M Financial LLC — K.B.M Financial LLC 401(k), Form 5500 (2024)
Creator: K.B.M Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K.B.M Financial LLC 401(k) Plan

401(k) retirement plan · K.B.M Financial LLC's K.B.M Financial LLC 401(k) Plan held $2K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Nick Rice signed K.B.M Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

K.B.M Financial LLC's EIN is 87-4139262.

EIN 87-4139262

Plan number 001

Plan year 2024

ACK ID 20250722201145NAL0001632403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K.B.M Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K.B.M Financial LLC'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 K.B.M FINANCIAL LLC.

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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