Retirement plan

KILKEARY'S AUTO BODY, INCORPORATED 401(K) PROFIT SHARING PLAN

Name: KILKEARYS AUTO BODY, INCORPORATED - KILKEARY'S AUTO BODY, INCORPORATED 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: KILKEARYS AUTO BODY, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KILKEARY'S AUTO BODY, INCORPORATED 401(K) PROFIT SHARING PLAN, KILKEARYS AUTO BODY, INCORPORATED

KILKEARYS AUTO BODY, INCORPORATEDEIN 23-2928766Plan #001PY 2015

647 THOMAS ROAD - EIGHTY-FOUR, PA 15330724-941-4940kilkearysautobody.comLinkedIn11-50 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$574K

No prior year

Total participants

No prior year

Average account balance

$22,949

No prior year

Annual return

-1.38%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

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.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10728

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 codes2E2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$259 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.085%

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

$22,949

$84,684-72.9%

$73,835-68.9%

$125,388-81.7%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-1.38%

3123.93%-3125.3pp

2268.13%-2269.5pp

282.24%-283.6pp

Employer contribution / active EE

$1,885

$3,123-39.6%

$2,788-32.4%

$4,866-61.3%

Participant deferral / active EE

$3,949

$3,993-1.1%

$3,583+10.2%

$5,352-26.2%

Admin fee / account holder

$249

$5,691-95.6%

$4,880-94.9%

$9,541-97.4%

KILKEARY'S AUTO BODY, INCORPORATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KILKEARY'S AUTO BODY, INCORPORATED 401(K) PROFIT SHARING PLAN

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