Retirement plan

JOHN K. LEOHNER CO., INC. AMENDED AND RESTATED PROFIT SHARING AND TRUST FOR NON-UNION EMPLOYEES

Name: JOHN K. LEOHNER CO., INC. - JOHN K. LEOHNER CO., INC. AMENDED AND RESTATED PROFIT SHARING AND TRUST FOR NON-UNION EMPLOYEES (2016) Form 5500
Creator: JOHN K. LEOHNER CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN K. LEOHNER CO., INC. AMENDED AND RESTATED PROFIT SHARING AND TRUST FOR NON-UNION EMPLOYEES, JOHN K. LEOHNER CO., INC.

JOHN K. LEOHNER CO., INC.EIN 31-0716408Plan #001PY 2016

2477 LAMB ROAD N.W. - CARROLL, OH 43112740-654-3908LinkedIn1-10 employeesfacilities services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$909K

No prior year

Total participants

No prior year

Average account balance

$181,868

No prior year

Annual return

7.02%

No prior year

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$403K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+9.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5924

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$47K

$9360 / participant

Other / not subdivided$47K100.0%

% of EOY assets

5.147%

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

$181,868

$93,064+95.4%

$74,577+143.9%

$273,972-33.6%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

7.02%

26.18%-19.2pp

20.47%-13.5pp

41.46%-34.4pp

Employer contribution / active EE

$15,956

$3,160+405.0%

$2,525+531.9%

$4,869+227.7%

Participant deferral / active EE

$985

$4,160-76.3%

$3,458-71.5%

$5,287-81.4%

Admin fee / account holder

$9,360

$5,273+77.5%

$4,138+126.2%

$10,133-7.6%

JOHN K. LEOHNER CO., INC. AMENDED AND RESTATED PROFIT SHARING AND TRUST FOR NON-UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN K. LEOHNER CO., INC. AMENDED AND RESTATED PROFIT SHARING AND TRUST FOR NON-UNION EMPLOYEES

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