Retirement plan

KIPPERMAN MANAGEMENT, LTD. PROFIT SHARING PLAN

Name: KIPPERMAN MANAGEMENT, LTD. - KIPPERMAN MANAGEMENT, LTD. PROFIT SHARING PLAN (2017) Form 5500
Creator: KIPPERMAN MANAGEMENT, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIPPERMAN MANAGEMENT, LTD. PROFIT SHARING PLAN, KIPPERMAN MANAGEMENT, LTD.

KIPPERMAN MANAGEMENT, LTD.EIN 20-0905777Plan #001PY 2017

C/O ALTMAN, GREENFIELD AND SELVAGGI, 200 PARK AVENUE SOUTH, 8TH FL - NEW YORK, NY 10003212-768-4500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$131K

+112.1% from 2016

Total participants

0.0% from 2016

Average account balance

$65,692

+112.1% from 2016

Annual return

17.67%

+17.67 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$469K

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+8.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$1560 / participant

Other / not subdivided$3K100.0%

% of EOY assets

2.374%

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

$65,692

$165,939-60.4%

$122,354-46.3%

$147,585-55.5%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

17.67%

34.56%-16.9pp

30.28%-12.6pp

578.58%-560.9pp

Employer contribution / active EE

$18,550

$5,754+222.4%

$4,051+357.9%

$4,876+280.4%

Participant deferral / active EE

$12,250

$4,005+205.8%

$3,287+272.7%

$5,439+125.2%

Admin fee / account holder

$1,560

$7,425-79.0%

$5,479-71.5%

$10,886-85.7%

KIPPERMAN MANAGEMENT, LTD. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIPPERMAN MANAGEMENT, LTD. 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