Retirement plan

KAYSON OPERATING CORP. 401(K) PLAN

Name: KAYSON OPERATING CORP. - KAYSON OPERATING CORP. 401(K) PLAN (2017) Form 5500
Creator: KAYSON OPERATING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAYSON OPERATING CORP. 401(K) PLAN, KAYSON OPERATING CORP.

KAYSON OPERATING CORP.EIN 11-2739428Plan #001PY 2017

745 FIFTH AVENUE SUITE 1707 - NEW YORK, NY 10151212-980-8000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+30.9% from 2016

Total participants

0.0% from 2016

Average account balance

$150,692

+30.9% from 2016

Annual return

18.35%

+10.25 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.78M

Not enough data

1 years with asset history on file

Average account balance

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

$445K

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

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

+14.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2073

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 codes2E2J2F2G3D3H

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$120 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.097%

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

$150,692

$232,540-35.2%

$185,117-18.6%

$147,586+2.1%

Participation rate

81.8%

82.4%-0.5pp

77.3%+4.6pp

82.8%-1.0pp

Annual return

18.35%

43.03%-24.7pp

40.50%-22.2pp

578.59%-560.2pp

Employer contribution / active EE

$5,195-100.0%

$4,182-100.0%

$4,876-100.0%

Participant deferral / active EE

$11,904

$5,834+104.1%

$5,045+136.0%

$5,439+118.9%

Admin fee / account holder

$147

$10,275-98.6%

$8,159-98.2%

$10,886-98.7%

KAYSON OPERATING CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAYSON OPERATING CORP. 401(K) 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