Retirement plan

J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST

Name: J.F. KELLY, INC. - J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: J.F. KELLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST, J.F. KELLY, INC.

J.F. KELLY, INC.EIN 22-2108455Plan #004PY 2017

150 RIVER ROAD BUILDING A, UNIT #1 - MONTVILLE, NJ 07045973-299-9100

Other plans on this EIN

1 filing

#005Retirement-$742K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.1M

+53.9% from 2016

Total participants

0.0% from 2016

Average account balance

$1,423,294

+53.9% from 2016

Annual return

50.56%

+43.34 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$6.94M

Not enough data

1 years with asset history on file

Average account balance

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

$2.3M

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

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+17.96%

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E3D2G2J2F2T

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

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,423,294

$100,901+1310.6%

$75,670+1780.9%

$147,584+864.4%

Participation rate

100.0%

77.1%+22.9pp

72.3%+27.7pp

82.8%+17.2pp

Annual return

50.56%

35.78%+14.8pp

27.34%+23.2pp

578.55%-528.0pp

Employer contribution / active EE

$21,376

$3,253+557.0%

$2,352+808.9%

$4,876+338.4%

Participant deferral / active EE

$17,310

$4,027+329.8%

$3,142+450.9%

$5,439+218.3%

Admin fee / account holder

$11,285-100.0%

$5,800-100.0%

$10,885-100.0%

J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST

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