Retirement plan

VINNIE KRIKAC SF AGENCY, INC. 401(K) PLAN

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

VINNIE KRIKAC SF AGENCY, INC.EIN 27-4361750Plan #001PY 2020

935 PLUM ST. - LINCOLN, NE 68502402-474-1173LinkedIn11-50 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$330K

+40.2% from 2019

Total participants

0.0% from 2019

Average account balance

$25,416

+40.2% from 2019

Annual return

17.16%

-14.18 pp from 2019

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$873K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3713

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 codes2E2G2J3D

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.
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.

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

$25,416

$228,352-88.9%

$185,835-86.3%

$158,966-84.0%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

17.16%

40.81%-23.7pp

35.96%-18.8pp

302.95%-285.8pp

Employer contribution / active EE

$2,203

$4,967-55.6%

$4,087-46.1%

$4,762-53.7%

Participant deferral / active EE

$4,578

$6,416-28.7%

$5,633-18.7%

$5,983-23.5%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,250-100.0%

VINNIE KRIKAC SF AGENCY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VINNIE KRIKAC SF AGENCY, 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