Retirement plan

JUST KIDS 401(K) PROFIT SHARING PLAN

Name: CAM-HELD ENTERPRISES, INC. - JUST KIDS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CAM-HELD ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUST KIDS 401(K) PROFIT SHARING PLAN, CAM-HELD ENTERPRISES, INC.

CAM-HELD ENTERPRISES, INC.EIN 11-2540679Plan #001PY 2017

P.O. BOX 12 - LONGWOOD ROAD - MIDDLE ISLAND, NY 11953631-924-0008LinkedIn501-1000 employeesmedical practice

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$11.8M

+11.4% from 2016

Total participants

560

+22.5% from 2016

Average account balance

$55,335

+8.3% from 2016

Annual return

15.11%

+8.03 pp from 2016

Benchmarks

See 942 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort942 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.62M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

832

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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

1 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 codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27

$0 / participant

Contract admin$27100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RS ABRAMS & CO LLC
Auditor EIN: 113550452
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,335

$74,552-25.8%

$63,018-12.2%

$69,631-20.5%

Participation rate

26.4%

78.3%-51.9pp

74.8%-48.4pp

70.7%-44.3pp

Annual return

15.11%

15.77%-0.7pp

87.62%-72.5pp

27571.02%-27555.9pp

Employer contribution / active EE

$2,929-100.0%

$2,761-100.0%

$2,032-100.0%

Participant deferral / active EE

$911

$2,974-69.4%

$3,330-72.7%

$3,224-71.8%

Admin fee / account holder

$59-99.8%

$3,601-100.0%

$110-99.9%

JUST KIDS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUST KIDS 401(K) PROFIT SHARING PLAN

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