Retirement plan

KIT PATRICK JOHNSTON 401(K) PROFIT SHARING PLAN AND TRUST

Name: KIT PATRICK JOHNSTON - KIT PATRICK JOHNSTON 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: KIT PATRICK JOHNSTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIT PATRICK JOHNSTON 401(K) PROFIT SHARING PLAN AND TRUST, KIT PATRICK JOHNSTON

KIT PATRICK JOHNSTONEIN 20-8278860Plan #001PY 2025

11320 SE LAFAYETTE HWY - DAYTON, OR 97114971-241-2329

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$126K

+54.0% from 2024

Total participants

+88.9% from 2024

Average account balance

$62,937

+54.0% from 2024

Annual return

23.07%

+7.06 pp from 2024

Benchmarks

See 3,725 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,725 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$126K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

11.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+23.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$228

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$456

$27 / participant

Other / not subdivided$456100.0%

% of EOY assets

0.362%

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

$62,937

$162,967-61.4%

$135,792-53.7%

$138,895-54.7%

Participation rate

11.8%

78.3%-66.6pp

72.6%-60.8pp

79.9%-68.2pp

Annual return

23.07%

30.08%-7.0pp

25.96%-2.9pp

145.39%-122.3pp

Employer contribution / active EE

$4,211-100.0%

$3,496-100.0%

$4,194-100.0%

Participant deferral / active EE

$1,489

$5,640-73.6%

$4,759-68.7%

$6,396-76.7%

Admin fee / account holder

$228

$15,306-98.5%

$12,266-98.1%

$12,562-98.2%

KIT PATRICK JOHNSTON 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIT PATRICK JOHNSTON 401(K) PROFIT SHARING PLAN AND TRUST

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