Retirement plan

KOENIG TECHNOLOGY 401(K) PLAN

Name: KOENIG TECHNOLOGY, INC. - KOENIG TECHNOLOGY 401(K) PLAN (2025) Form 5500
Creator: KOENIG TECHNOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOENIG TECHNOLOGY 401(K) PLAN, KOENIG TECHNOLOGY, INC.

KOENIG TECHNOLOGY, INC.EIN 20-3756358Plan #001PY 2025

340 HILL CARTER PARKWAY, SUITE C-D - ASHLAND, VA 230052324804-798-7983LinkedIn11-50 employeesmachinery

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+32.5% from 2024

Total participants

0.0% from 2024

Average account balance

$187,962

+32.5% from 2024

Annual return

22.39%

+9.58 pp from 2024

Benchmarks

See 4,744 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,744 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+22.39%

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 codes2E2F2J2T3D

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).
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

1 tripped

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

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

$187,962

$167,415+12.3%

$140,514+33.8%

$198,609-5.4%

Participation rate

100.0%

80.9%+19.1pp

77.8%+22.2pp

82.4%+17.6pp

Annual return

22.39%

13.85%+8.5pp

14.36%+8.0pp

202.70%-180.3pp

Employer contribution / active EE

$5,069

$4,088+24.0%

$3,378+50.0%

$5,055+0.3%

Participant deferral / active EE

$15,939

$5,579+185.7%

$4,919+224.1%

$6,977+128.5%

Admin fee / account holder

$16,730-100.0%

$13,697-100.0%

$19,030-100.0%

KOENIG TECHNOLOGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KOENIG TECHNOLOGY 401(K) 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