How big is Allison-Kaufman Co's plan?

Allison-Kaufman Co's plan reported $5.7M in assets and 31 participants for 2023.

Original filing (PDF)20240802103113NAL0037805520001

Allison-Kaufman Co

Name: Allison-Kaufman Co — Allison-Kaufman Company, Form 5500 (2023)
Creator: Allison-Kaufman Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allison-Kaufman Company Retirement Savings Plan

401(k) retirement plan · Allison-Kaufman Co's Allison-Kaufman Company Retirement Savings Plan held $5.7M in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

BART Kaufman signed Allison-Kaufman Co's 2023 Form 5500 as plan administrator.

BART Kaufman — 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

Allison-Kaufman Co's EIN is 95-1487812.

EIN 95-1487812

Plan number 002

Plan year 2023

ACK ID 20240802103113NAL0037805520001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Allison-Kaufman Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Allison-Kaufman Co'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 ALLISON-KAUFMAN CO.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score