How big is Kivett Realtors, Inc.'s plan?

Kivett Realtors, Inc.'s plan reported $318K in assets and 11 participants for 2023.

Original filing (PDF)20250130150709NAL0000711955001

Kivett Realtors, Inc.

Name: Kivett Realtors, Inc. — CBKT Legacy Employee Benefit, Form 5500 (2023)
Creator: Kivett Realtors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBKT Legacy Employee Benefit Plan

401(k) retirement plan · Kivett Realtors, Inc.'s CBKT Legacy Employee Benefit Plan held $318K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

Plan identifiers

Kivett Realtors, Inc.'s EIN is 95-2832544.

EIN 95-2832544

Plan number 001

Plan year 2023

ACK ID 20250130150709NAL0000711955001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kivett Realtors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kivett Realtors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIVETT REALTORS, INC..

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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