Retirement plan

PKS ASSOCIATES, INC. 401(K) RETIREMENT PLAN

Name: PKS ASSOCIATES, INC. - PKS ASSOCIATES, INC. 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: PKS ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PKS ASSOCIATES, INC. 401(K) RETIREMENT PLAN, PKS ASSOCIATES, INC.

PKS ASSOCIATES, INC.EIN 04-3450285Plan #001PY 2016

34 SALEM STREET - READING, MA 01867781-944-8504deputycollector.comLinkedIn11-50 employeesprinting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$87,020

No prior year

Annual return

5.03%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.20M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$467K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2309

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,020

$153,769-43.4%

$133,975-35.0%

$273,972-68.2%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

5.03%

36.51%-31.5pp

29.29%-24.3pp

41.46%-36.4pp

Employer contribution / active EE

$5,742

$6,029-4.8%

$5,211+10.2%

$4,869+17.9%

Participant deferral / active EE

$6,428

$6,958-7.6%

$6,282+2.3%

$5,287+21.6%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

PKS ASSOCIATES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PKS ASSOCIATES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion