How big is Kingfisher Planning and Insurance Services' plan?

Kingfisher Planning and Insurance Services' plan reported $886K in assets and 8 participants for 2025.

Original filing (PDF)20260327154012NAL0007142465001

Kingfisher Planning and Insurance Services

Name: Kingfisher Planning and Insurance Services — Form 5500 Plan 001 (2025)
Creator: Kingfisher Planning and Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kingfisher Planning 401(k) Plan

401(k) retirement plan · Kingfisher Planning and Insurance Services' Kingfisher Planning 401(k) Plan held $886K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

Plan identifiers

Kingfisher Planning and Insurance Services' EIN is 99-4297327.

EIN 99-4297327

Plan number 001

Plan year 2025

ACK ID 20260327154012NAL0007142465001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kingfisher Planning and Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kingfisher Planning and Insurance Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KINGFISHER PLANNING AND INSURANCE SERVICES.

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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