Retirement plan

H. EUGENE KOONTZ TRUCKING INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: H. EUGENE KOONTZ TRUCKING INC. - H. EUGENE KOONTZ TRUCKING INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: H. EUGENE KOONTZ TRUCKING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H. EUGENE KOONTZ TRUCKING INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN, H. EUGENE KOONTZ TRUCKING INC.

H. EUGENE KOONTZ TRUCKING INC.EIN 25-1511950Plan #001PY 2025

3102 CENTENNIAL ROAD - BEDFORD, PA 15522814-847-2742LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$951K

+11.5% from 2024

Total participants

-6.7% from 2024

Average account balance

$86,489

+11.5% from 2024

Annual return

13.53%

-5.08 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$951K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

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

+13.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10710

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 codes2E2H2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$118K

$9062 / participant

Other / not subdivided$118K100.0%

% of EOY assets

12.383%

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

$86,489

$106,588-18.9%

$94,215-8.2%

$155,188-44.3%

Participation rate

76.9%

74.3%+2.6pp

70.0%+7.0pp

80.8%-3.9pp

Annual return

13.53%

29.39%-15.9pp

28.22%-14.7pp

148.84%-135.3pp

Employer contribution / active EE

$1,962

$3,080-36.3%

$2,675-26.6%

$4,248-53.8%

Participant deferral / active EE

$5,134

$4,802+6.9%

$4,276+20.1%

$6,531-21.4%

Admin fee / account holder

$10,710

$12,281-12.8%

$10,216+4.8%

$14,480-26.0%

H. EUGENE KOONTZ TRUCKING INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H. EUGENE KOONTZ TRUCKING INC. SAFE HARBOR 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