Retirement plan

PUBLIC TELEVISION 19, INC. 403(B) PLAN

Name: PUBLIC TELEVISION 19, INC. - PUBLIC TELEVISION 19, INC. 403(B) PLAN (2024) Form 5500
Creator: PUBLIC TELEVISION 19, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLIC TELEVISION 19, INC. 403(B) PLAN, PUBLIC TELEVISION 19, INC.

PUBLIC TELEVISION 19, INC.EIN 23-7114952Plan #001PY 2024

125 E 31ST STREET - KANSAS CITY, MO 641083216816-756-3580

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$9.4M

+18.2% from 2023

Total participants

+3.7% from 2023

Average account balance

$116,419

+15.3% from 2023

Annual return

12.94%

+0.96 pp from 2023

Benchmarks

See 3,224 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,224 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.21M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

142.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$511K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29061

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 codes2F2G2L2M2S2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$265K

$4652 / participant

Other / not subdivided$265K100.0%

% of EOY assets

2.812%

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

$116,419

$77,460+50.3%

$100,378+16.0%

$80,925+43.9%

Participation rate

94.7%

76.9%+17.8pp

81.5%+13.2pp

67.7%+27.1pp

Annual return

12.94%

37.24%-24.3pp

49.41%-36.5pp

35.65%-22.7pp

Employer contribution / active EE

$3,396

$2,801+21.2%

$3,942-13.9%

$2,756+23.2%

Participant deferral / active EE

$7,784

$6,818+14.2%

$8,087-3.8%

$4,299+81.1%

Admin fee / account holder

$3,273

$5,887-44.4%

$7,899-58.6%

$6,940-52.8%

PUBLIC TELEVISION 19, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLIC TELEVISION 19, INC. 403(B) 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