Retirement plan

KEN DAVIS & SONS, INC. 401(K) PLAN

Name: KEN DAVIS & SONS, INC. - KEN DAVIS & SONS, INC. 401(K) PLAN (2018) Form 5500
Creator: KEN DAVIS & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEN DAVIS & SONS, INC. 401(K) PLAN, KEN DAVIS & SONS, INC.

KEN DAVIS & SONS, INC.EIN 31-0803948Plan #002PY 2018

367 BLAGROVE STREET - RICHWOOD, OH 43344740-943-2335

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$655K

+2.7% from 2017

Total participants

0.0% from 2017

Average account balance

$130,995

+2.7% from 2017

Annual return

-2.31%

-16.53 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$291K

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

$36K

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

+18.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$130,995

$127,100+3.1%

$105,738+23.9%

$135,379-3.2%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

-2.31%

4.49%-6.8pp

6.27%-8.6pp

519.79%-522.1pp

Employer contribution / active EE

$1,924

$4,107-53.2%

$3,268-41.1%

$4,779-59.7%

Participant deferral / active EE

$6,015

$5,064+18.8%

$4,080+47.4%

$5,609+7.2%

Admin fee / account holder

$9,087-100.0%

$6,913-100.0%

$10,828-100.0%

KEN DAVIS & SONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEN DAVIS & SONS, 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