Retirement plan

KSTAR 401K PLAN

Name: KSTAR DIAMOND AND JEWELRY WHOLESALERS, LLC - KSTAR 401K PLAN (2018) Form 5500
Creator: KSTAR DIAMOND AND JEWELRY WHOLESALERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KSTAR 401K PLAN, KSTAR DIAMOND AND JEWELRY WHOLESALERS, LLC

KSTAR DIAMOND AND JEWELRY WHOLESALERS, LLCEIN 20-3263093Plan #001PY 2018

510 W. 6TH STREET # 1202 - LOS ANGELES, CA 90014213-622-3264

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$297K

+1408.4% from 2017

Total participants

-14.3% from 2017

Average account balance

$59,396

+1106.7% from 2017

Annual return

81.42%

+81.42 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+35.98%

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

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

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

$59,396

$95,975-38.1%

$74,552-20.3%

$135,382-56.1%

Participation rate

83.3%

75.7%+7.7pp

69.1%+14.2pp

82.6%+0.7pp

Annual return

81.42%

56.96%+24.5pp

32.53%+48.9pp

519.77%-438.3pp

Employer contribution / active EE

$16,736

$2,716+516.2%

$1,961+753.5%

$4,779+250.2%

Participant deferral / active EE

$6,608

$3,844+71.9%

$3,108+112.6%

$5,609+17.8%

Admin fee / account holder

$6,522-100.0%

$5,060-100.0%

$10,829-100.0%

KSTAR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KSTAR 401K 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