Retirement plan

KINDRED SPIRITS SANCTUARY INC 401(K) PROFIT SHARING PLAN & TRUST

Name: KINDRED SPIRITS SANCTUARY INC - KINDRED SPIRITS SANCTUARY INC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: KINDRED SPIRITS SANCTUARY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINDRED SPIRITS SANCTUARY INC 401(K) PROFIT SHARING PLAN & TRUST, KINDRED SPIRITS SANCTUARY INC

KINDRED SPIRITS SANCTUARY INCEIN 20-0712233Plan #001PY 2025

1411 E HIGHWAY 329 - CITRA, FL 321134249904-599-8707kindredspiritssanctuary.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$100K

+32.8% from 2024

Total participants

-14.3% from 2024

Average account balance

$19,987

+32.8% from 2024

Annual return

20.73%

+9.39 pp from 2024

Benchmarks

See 1,999 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,999 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+20.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$168

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 codes2E2F3D2T2G2J

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$841

$210 / participant

Other / not subdivided$841100.0%

% of EOY assets

0.842%

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

$19,987

$185,141-89.2%

$153,416-87.0%

$155,188-87.1%

Participation rate

75.0%

79.9%-4.9pp

74.3%+0.7pp

80.8%-5.8pp

Annual return

20.73%

18.72%+2.0pp

17.84%+2.9pp

148.84%-128.1pp

Employer contribution / active EE

$4,489-100.0%

$3,764-100.0%

$4,248-100.0%

Participant deferral / active EE

$2,271

$5,477-58.5%

$4,723-51.9%

$6,531-65.2%

Admin fee / account holder

$168

$16,005-98.9%

$13,095-98.7%

$14,480-98.8%

KINDRED SPIRITS SANCTUARY INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KINDRED SPIRITS SANCTUARY INC 401(K) PROFIT SHARING PLAN & 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