Retirement plan

KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

Name: KRIEG LOHBECK & CO CPA'S, LLC - KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN (2023) Form 5500
Creator: KRIEG LOHBECK & CO CPA'S, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN, KRIEG LOHBECK & CO CPA'S, LLC

KRIEG LOHBECK & CO CPA'S, LLCEIN 20-4910669Plan #001PY 2023

310 WATER STREET - FENTON, MO 63026636-343-2000kriegcpa.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$351K

+37.0% from 2022

Total participants

-16.7% from 2022

Average account balance

$70,222

+64.3% from 2022

Annual return

24.37%

+56.28 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$413K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.05%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$7K

$1636 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.864%

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

$70,222

$148,623-52.8%

$135,974-48.4%

$139,466-49.6%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

24.37%

79.30%-54.9pp

68.30%-43.9pp

373.66%-349.3pp

Employer contribution / active EE

$2,760

$5,246-47.4%

$4,859-43.2%

$4,754-41.9%

Participant deferral / active EE

$6,939

$8,103-14.4%

$7,760-10.6%

$6,712+3.4%

Admin fee / account holder

$1,309

$12,406-89.4%

$10,767-87.8%

$11,409-88.5%

KRIEG LOHBECK & CO CPA'S, LLC 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRIEG LOHBECK & CO CPA'S, LLC 401-K 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