Original filing (PDF)20250721141739NAL0001296657001

KIRK ASSOCIATES LTD

Name: KIRK ASSOCIATES LTD — KIRK ASSOCIATES, LTD. CASH BALANCE PLAN, Form 5500 (2024)
Creator: KIRK ASSOCIATES LTD

Form 5500-SF

FILING_RECEIVED

KIRK ASSOCIATES, LTD. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KIRK ASSOCIATES LTD

EIN

94-3490368

Address

18 1ST ST · RIVERHEAD, NY · 11901

Phone

(631) 727-7767

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Finance & Insurance plans

RITA PRINCE INSURANCE AGENCY INC

RITA PRINCE INSURANCE AGENCY INC - 401(K)

$101K · 5 participants

TEXAS HEALTH AETNA HEALTH INSU

TEXAS HEALTH AETNA HEALTH INSU 401(K) PROFIT SHARING PLAN & TRUST

$101K

LAWHON INSURANCE AGENCY, LLC

LAWHON INSURANCE AGENCY, LLC 401(K) PLAN

$99K · 3 participants

TEXAS BEEF SURETY TRUST

TEXAS BEEF SURETY TRUST HEALTH PLAN

$102K · 85 participants

WEBER INSURANCE SERVICES, INC

WEBER INSURANCE SERVICES, INC 401K PLAN