Retirement plan

HENKLE-SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

Name: HENKLE SCHUELER & ASSOCIATES, INC. - HENKLE-SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: HENKLE SCHUELER & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENKLE-SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN, HENKLE SCHUELER & ASSOCIATES, INC.

HENKLE SCHUELER & ASSOCIATES, INC.EIN 31-0717030Plan #001PY 2022

3000 G HENKLE DRIVE - LEBANON, OH 45036513-932-6010LinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.9M

-11.3% from 2021

Total participants

+3.8% from 2021

Average account balance

$168,824

-14.6% from 2021

Annual return

-11.99%

-30.88 pp from 2021

Benchmarks

See 3,973 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.16M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$343K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11671

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 codes2E2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$250K

$6585 / participant

Other / not subdivided$250K100.0%

% of EOY assets

2.797%

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

$168,824

$69,012+144.6%

$160,009+5.5%

$68,486+146.5%

Participation rate

97.4%

65.4%+31.9pp

78.0%+19.4pp

67.9%+29.5pp

Annual return

-11.99%

-9.65%-2.3pp

408.85%-420.8pp

-7.85%-4.1pp

Employer contribution / active EE

$2,984

$2,212+34.9%

$4,225-29.4%

$2,597+14.9%

Participant deferral / active EE

$5,085

$4,212+20.7%

$6,183-17.8%

$4,028+26.3%

Admin fee / account holder

$4,721

$4,798-1.6%

$8,715-45.8%

$5,404-12.6%

HENKLE-SCHUELER & ASSOCIATES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENKLE-SCHUELER & ASSOCIATES, INC. 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