Retirement plan

S. KAMBERG AND CO., LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Name: S. KAMBERG AND CO., LTD. - S. KAMBERG AND CO., LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: S. KAMBERG AND CO., LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S. KAMBERG AND CO., LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST, S. KAMBERG AND CO., LTD.

S. KAMBERG AND CO., LTD.EIN 11-2042090Plan #001PY 2018

99 POWERHOUSE ROAD, SUITE 204 - ROSLYN HEIGHTS, NY 11577516-482-4141LinkedIn1-10 employeescomputer software

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

-0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$309,690

-0.1% from 2017

Annual return

-0.88%

-12.97 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

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

$573K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5184

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$43K

$8541 / participant

Other / not subdivided$43K100.0%

% of EOY assets

2.298%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$309,690

$135,645+128.3%

$110,243+180.9%

$135,379+128.8%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-0.88%

513.24%-514.1pp

314.76%-315.6pp

519.79%-520.7pp

Employer contribution / active EE

$2,998

$4,907-38.9%

$3,827-21.7%

$4,779-37.3%

Participant deferral / active EE

$4,920

$5,507-10.7%

$4,672+5.3%

$5,609-12.3%

Admin fee / account holder

$7,118

$11,458-37.9%

$8,548-16.7%

$10,828-34.3%

S. KAMBERG AND CO., LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S. KAMBERG AND CO., LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion