Retirement plan

KCCI, INC. 401(K) PLAN

Name: KCCI, INC. - KCCI, INC. 401(K) PLAN (2020) Form 5500
Creator: KCCI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KCCI, INC. 401(K) PLAN, KCCI, INC.

KCCI, INC.EIN 25-1445485Plan #001PY 2020

66262 N. 26TH ROAD, PO BOX 24 - MORRISTOWN, OH 437590024740-237-0722

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+24.2% from 2019

Total participants

0.0% from 2019

Average account balance

$252,483

+24.2% from 2019

Annual return

9.95%

-9.10 pp from 2019

Benchmarks

See 1,752 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,752 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$545K

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

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+14.09%

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

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

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$252,483

$180,028+40.2%

$138,135+82.8%

$158,950+58.8%

Participation rate

100.0%

82.2%+17.8pp

78.7%+21.3pp

82.0%+18.0pp

Annual return

9.95%

21.68%-11.7pp

20.51%-10.6pp

302.91%-293.0pp

Employer contribution / active EE

$15,172

$7,470+103.1%

$5,587+171.6%

$4,762+218.6%

Participant deferral / active EE

$13,865

$7,717+79.7%

$6,431+115.6%

$5,983+131.7%

Admin fee / account holder

$17,912-100.0%

$11,856-100.0%

$11,248-100.0%

KCCI, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KCCI, INC. 401(K) 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