Retirement plan

KMB MARKETING, INC. PROFIT SHARING PLAN

Name: KMB MARKETING, INC. - KMB MARKETING, INC. PROFIT SHARING PLAN (2023) Form 5500
Creator: KMB MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KMB MARKETING, INC. PROFIT SHARING PLAN, KMB MARKETING, INC.

KMB MARKETING, INC.EIN 20-2618878Plan #001PY 2023

240 SOUTH WHITTLESLEY AVE, UNIT 8 - WALLINGFORD, CT 06492475-775-0043

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$722K

+13.5% from 2022

Total participants

0.0% from 2022

Average account balance

$240,510

No prior year

Annual return

13.47%

+55.20 pp from 2022

Benchmarks

See 18,470 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,470 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+77.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$240,510

$96,419+149.4%

$80,648+198.2%

$139,487+72.4%

Participation rate

20.0%

73.6%-53.6pp

67.0%-47.0pp

80.3%-60.3pp

Annual return

13.47%

1352.86%-1339.4pp

937.21%-923.7pp

373.84%-360.4pp

Employer contribution / active EE

$3,261-100.0%

$2,724-100.0%

$4,755-100.0%

Participant deferral / active EE

$5,225-100.0%

$4,443-100.0%

$6,713-100.0%

Admin fee / account holder

$6,605-100.0%

$5,382-100.0%

$11,407-100.0%

KMB MARKETING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KMB MARKETING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion