Retirement plan

HENRY KOHN, INC. 401(K) PROFIT SHARING PLAN

Name: HENRY KOHN, INC. - HENRY KOHN, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HENRY KOHN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY KOHN, INC. 401(K) PROFIT SHARING PLAN, HENRY KOHN, INC.

HENRY KOHN, INC.EIN 22-3225772Plan #001PY 2017

30 BURLINGTON ROAD, P.O. BOX 1004 - MONROEVILLE, NJ 08343856-358-2321

Other plans on this EIN

1 filing

#002Retirement-$438K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$233K

No prior year

Total participants

No prior year

Average account balance

$8,050

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$290K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+7.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$655

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 codes2E2J3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$8,050

$57,828-86.1%

$117,039-93.1%

$70,126-88.5%

Participation rate

100.0%

67.1%+32.9pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

0.00%

17.55%-17.6pp

18.95%-18.9pp

73.15%-73.1pp

Employer contribution / active EE

$5,153

$1,816+183.8%

$3,785+36.2%

$2,343+120.0%

Participant deferral / active EE

$2,897

$2,438+18.8%

$3,929-26.3%

$3,332-13.1%

Admin fee / account holder

$3,548-100.0%

$5,974-100.0%

$4,645-100.0%

HENRY KOHN, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HENRY KOHN, 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