Retirement plan

NICK KOSTECKI EXCAVATING INC. PROFIT SHARING PLAN

Name: NICK KOSTECKI EXCAVATING, INC. - NICK KOSTECKI EXCAVATING INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: NICK KOSTECKI EXCAVATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NICK KOSTECKI EXCAVATING INC. PROFIT SHARING PLAN, NICK KOSTECKI EXCAVATING, INC.

NICK KOSTECKI EXCAVATING, INC.EIN 20-5950772Plan #001PY 2016

10644 CHATHAM ROAD - SPENCER, OH 44274330-242-1706

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$248K

+31.0% from 2015

Total participants

0.0% from 2015

Average account balance

$248,181

+31.0% from 2015

Annual return

6.19%

+26.94 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+20.06%

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 codes2E2G2J

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.
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

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

$248,181

$99,345+149.8%

$84,753+192.8%

$273,972-9.4%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

6.19%

22.93%-16.7pp

22.78%-16.6pp

41.46%-35.3pp

Employer contribution / active EE

$30,002

$4,214+612.0%

$3,574+739.4%

$4,869+516.2%

Participant deferral / active EE

$17,000

$4,270+298.2%

$3,712+358.0%

$5,287+221.5%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

NICK KOSTECKI EXCAVATING INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NICK KOSTECKI EXCAVATING 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