Retirement plan

KREISCHER MILLER CAPITAL ACCUMULATION PLAN

Name: KREISCHER MILLER - KREISCHER MILLER CAPITAL ACCUMULATION PLAN (2015) Form 5500
Creator: KREISCHER MILLER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KREISCHER MILLER CAPITAL ACCUMULATION PLAN, KREISCHER MILLER

KREISCHER MILLEREIN 23-1980475Plan #001PY 2015

100 WITMER ROAD, SUITE 350 - HORSHAM, PA 19044215-441-4600kmco.comLinkedIn51-200 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.7M

No prior year

Total participants

243

No prior year

Average account balance

$91,982

No prior year

Annual return

2.89%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.19M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

364

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.72M

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

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$225

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

1 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

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOYER AND RITTER, CPAS
Auditor EIN: 231311005
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,982

$70,002+31.4%

$115,038-20.0%

$52,331+75.8%

Participation rate

95.3%

72.1%+23.2pp

81.4%+14.0pp

68.1%+27.2pp

Annual return

2.89%

4.04%-1.2pp

26.14%-23.3pp

4.54%-1.7pp

Employer contribution / active EE

$1,904

$2,715-29.9%

$4,608-58.7%

$1,882+1.2%

Participant deferral / active EE

$8,962

$4,920+82.2%

$6,026+48.7%

$3,022+196.5%

Admin fee / account holder

$566-100.0%

$8,175-100.0%

$592-100.0%

KREISCHER MILLER CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KREISCHER MILLER CAPITAL ACCUMULATION 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