Retirement plan

TIMELY SIGNS OF KINGSTON, INC. 401(K) PROFIT SHARING TRUST

Name: TIMELY SIGNS OF KINGSTON, INC - TIMELY SIGNS OF KINGSTON, INC. 401(K) PROFIT SHARING TRUST (2024) Form 5500
Creator: TIMELY SIGNS OF KINGSTON, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIMELY SIGNS OF KINGSTON, INC. 401(K) PROFIT SHARING TRUST, TIMELY SIGNS OF KINGSTON, INC

TIMELY SIGNS OF KINGSTON, INCEIN 14-1725002Plan #001PY 2024

154 CLINTON AVENUE - KINGSTON, NY 12401845-331-8710timelysigns.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+25.8% from 2023

Total participants

+10.0% from 2023

Average account balance

$107,106

+14.4% from 2023

Annual return

17.16%

-4.71 pp from 2023

Benchmarks

See 23,033 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort23,033 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$440

$22 / participant

Other / not subdivided$440100.0%

% of EOY assets

0.019%

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

$107,106

$117,904-9.2%

$102,457+4.5%

$145,978-26.6%

Participation rate

100.0%

78.6%+21.4pp

76.5%+23.5pp

80.3%+19.7pp

Annual return

17.16%

31.80%-14.6pp

29.41%-12.2pp

550.52%-533.4pp

Employer contribution / active EE

$2,269

$3,613-37.2%

$3,022-24.9%

$4,662-51.3%

Participant deferral / active EE

$5,820

$5,733+1.5%

$5,054+15.1%

$6,690-13.0%

Admin fee / account holder

$20

$13,329-99.8%

$9,451-99.8%

$13,400-99.9%

TIMELY SIGNS OF KINGSTON, INC. 401(K) PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIMELY SIGNS OF KINGSTON, INC. 401(K) PROFIT SHARING 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