Original filing (PDF)20251006180028NAL0007057872001

K. B. R., INC.

Name: K. B. R., INC. — K. B. R., INC. 401(K) PLAN, Form 5500 (2024)
Creator: K. B. R., INC.

Form 5500-SF

FILING_RECEIVED

K. B. R., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K. B. R., INC..

Plan sponsor

Name

K. B. R., INC.

EIN

95-3193504

Address

190 SOUTH ORCHARD AVENUE · SUITE A-200 · VACAVILLE, CA · 95688

Phone

(707) 454-2002

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PAGE AVENUE CHECK CASHING LLC

PAGE AVENUE CHECK CASHING LLC DEFINED BENEFIT PLAN

$2.9M · 7 participants

STANDING CHAPTER 13 TRUSTEESHIP, DISTRICT OF COLORADO

STANDING CHAPTER 13 TRUSTEESHIP, DISTRICT OF COLORADO RETIREMENT PLAN

$2.9M · 10 participants

CAA GROUP INC

CAA GROUP INC DEFINED BENEFIT PENSION PLAN

$2.8M · 2 participants

BUSINESS FINANCE CAPITAL

BFC 401(K) PLAN

$2.9M · 26 participants

METRICS GLOBAL INC.

METRICS GLOBAL INC. CASH BALANCE PLAN