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K. W. EMERSON, INC. — K.W. EMERSON EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251105105704NAL0014427264001
K. W. EMERSON, INC.
Form 5500-SF
FILING_RECEIVED
K.W. EMERSON EMPLOYEE PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
81
Accounts w/ balance
93
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
K. W. EMERSON, INC.
.
Find decision makers
Plan sponsor
Name
K. W. EMERSON, INC.
EIN
94-1577582
Address
P. O. BOX 549 · SAN ANDREAS, CA · 952490549
Phone
(209) 754-3839
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-11-05
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
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
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Helping the score
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