Retirement plan

CHRIS KAPICKA 401K P/S PLAN

Name: CHRIS KAPICKA - CHRIS KAPICKA 401K P/S PLAN (2024) Form 5500
Creator: CHRIS KAPICKA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRIS KAPICKA 401K P/S PLAN, CHRIS KAPICKA

CHRIS KAPICKAEIN 26-1467041Plan #001PY 2024

PO BOX 907 - MCCALL, ID 83638208-989-5465

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$469K

+18.9% from 2023

Total participants

0.0% from 2023

Average account balance

$469,497

+18.9% from 2023

Annual return

10.00%

-2.38 pp from 2023

Benchmarks

See 8,606 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,606 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$469K

Not enough data

1 years with asset history on file

Average account balance

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

$469K

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

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+10.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5361

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 codes2J2G2E2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5K

$5361 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.142%

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

$469,497

$125,184+275.0%

$105,607+344.6%

$145,884+221.8%

Participation rate

100.0%

77.6%+22.4pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

10.00%

225.00%-215.0pp

116.11%-106.1pp

551.85%-541.8pp

Employer contribution / active EE

$39,681

$3,720+966.7%

$3,167+1153.0%

$4,662+751.1%

Participant deferral / active EE

$5,714-100.0%

$5,011-100.0%

$6,690-100.0%

Admin fee / account holder

$5,361

$17,133-68.7%

$10,958-51.1%

$13,392-60.0%

CHRIS KAPICKA 401K P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRIS KAPICKA 401K P/S 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