Retirement plan

KEBABIAN'S ORIENTAL RUGS, LLC EMPLOYER'S 401(K)PROFIT SHARING PLAN

Name: KEBABIAN'S ORIENTAL RUGS, LLC - KEBABIAN'S ORIENTAL RUGS, LLC EMPLOYER'S 401(K)PROFIT SHARING PLAN (2019) Form 5500
Creator: KEBABIAN'S ORIENTAL RUGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEBABIAN'S ORIENTAL RUGS, LLC EMPLOYER'S 401(K)PROFIT SHARING PLAN, KEBABIAN'S ORIENTAL RUGS, LLC

KEBABIAN'S ORIENTAL RUGS, LLCEIN 06-1519980Plan #001PY 2019

73 ELM STREET - NEW HAVEN, CT 06510203-865-0567kebabians.comLinkedIn1-10 employeesfurniture

Other plans on this EIN

1 filing

#002Retirement-$754K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.8M

+21.6% from 2018

Total participants

0.0% from 2018

Average account balance

$1,914,882

+21.6% from 2018

Annual return

20.58%

+22.62 pp from 2018

Benchmarks

See 18,790 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,790 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

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

+20.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,914,882

$106,923+1690.9%

$84,023+2179.0%

$152,909+1152.3%

Participation rate

100.0%

75.3%+24.7pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

20.58%

105.02%-84.4pp

71.32%-50.7pp

345.46%-324.9pp

Employer contribution / active EE

$3,224

$2,735+17.9%

$1,984+62.5%

$4,764-32.3%

Participant deferral / active EE

$12,500

$4,013+211.5%

$3,239+285.9%

$5,851+113.6%

Admin fee / account holder

$8,289-100.0%

$6,102-100.0%

$11,601-100.0%

KEBABIAN'S ORIENTAL RUGS, LLC EMPLOYER'S 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEBABIAN'S ORIENTAL RUGS, LLC EMPLOYER'S 401(K)PROFIT SHARING 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