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 (2016) 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 2016

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

Other plans on this EIN

1 filing

#002Retirement-$620K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.8M

+9.3% from 2015

Total participants

0.0% from 2015

Average account balance

$1,379,221

+9.3% from 2015

Annual return

6.77%

+4.99 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

$1,379,221

$93,346+1377.5%

$71,796+1821.0%

$273,972+403.4%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

6.77%

130.39%-123.6pp

78.04%-71.3pp

41.46%-34.7pp

Employer contribution / active EE

$20,505

$2,733+650.2%

$1,924+965.5%

$4,869+321.1%

Participant deferral / active EE

$12,000

$3,475+245.3%

$2,794+329.4%

$5,287+127.0%

Admin fee / account holder

$6,571-100.0%

$4,815-100.0%

$10,133-100.0%

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