Retirement plan

HUNTER & LORDS OF COLUMBUS, INC. 401(K) PROFIT SHARING PLAN

Name: HUNTER & LORDS OF COLUMBUS, INC. - HUNTER & LORDS OF COLUMBUS, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: HUNTER & LORDS OF COLUMBUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTER & LORDS OF COLUMBUS, INC. 401(K) PROFIT SHARING PLAN, HUNTER & LORDS OF COLUMBUS, INC.

HUNTER & LORDS OF COLUMBUS, INC.EIN 20-4924770Plan #001PY 2024

1803 N. CENTRAL STREET - KNOXVILLE, TN 37917865-637-6441

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+13.6% from 2023

Total participants

0.0% from 2023

Average account balance

$1,807,890

+13.6% from 2023

Annual return

9.40%

+1.23 pp from 2023

Benchmarks

See 10,322 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,322 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$1.8M

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

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$67K

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

+9.40%

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 codes2E2F2G2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,807,890

$109,967+1544.0%

$97,197+1760.0%

$145,877+1139.3%

Participation rate

100.0%

76.0%+24.0pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

9.40%

244.27%-234.9pp

75.47%-66.1pp

551.28%-541.9pp

Employer contribution / active EE

$66,711

$3,077+2068.3%

$2,723+2350.1%

$4,663+1330.7%

Participant deferral / active EE

$4,676-100.0%

$4,263-100.0%

$6,691-100.0%

Admin fee / account holder

$6,199-100.0%

$5,637-100.0%

$13,402-100.0%

HUNTER & LORDS OF COLUMBUS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HUNTER & LORDS OF COLUMBUS, INC. 401(K) 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