How big is Kevin Loftness, LLC's plan?

Kevin Loftness, LLC's plan covered 3 participants for 2023.

Original filing (PDF)20240722155023NAL0018009904001

Kevin Loftness, LLC

Name: Kevin Loftness, LLC — Kevin Loftness, LLC 401(k), Form 5500 (2023)
Creator: Kevin Loftness, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin Loftness, LLC 401(k) Plan

401(k) retirement plan · Kevin Loftness, LLC's Kevin Loftness, LLC 401(k) Plan covered 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kevin Loftness signed Kevin Loftness, LLC's 2023 Form 5500 as plan administrator.

Kevin Loftness — 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

Kevin Loftness, LLC's EIN is 87-4140713.

EIN 87-4140713

Plan number 001

Plan year 2023

ACK ID 20240722155023NAL0018009904001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Kevin Loftness, LLC'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 KEVIN LOFTNESS, 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