Retirement plan

KEN'S JAPANESE RESTAURANT 401(K) PLAN

Name: KEN'S JAPANESE RESTAURANT - KEN'S JAPANESE RESTAURANT 401(K) PLAN (2017) Form 5500
Creator: KEN'S JAPANESE RESTAURANT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEN'S JAPANESE RESTAURANT 401(K) PLAN, KEN'S JAPANESE RESTAURANT

KEN'S JAPANESE RESTAURANTEIN 33-0343749Plan #001PY 2017

10006 FOOTHILL BLVD. - RANCHO CUCAMONGA, CA 91730909-989-3019kensjapanese.comLinkedIn11-50 employeesrestaurants

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+7.5% from 2016

Total participants

+7.7% from 2016

Average account balance

$81,751

-0.1% from 2016

Annual return

3.56%

+4.17 pp from 2016

Benchmarks

See 6,682 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,682 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

316.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+24.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7608

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 codes2E2J3D

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.

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

$81,751

$107,015-23.6%

$73,545+11.2%

$147,585-44.6%

Participation rate

100.0%

66.4%+33.6pp

54.9%+45.1pp

82.8%+17.2pp

Annual return

3.56%

38.25%-34.7pp

-15.16%+18.7pp

578.57%-575.0pp

Employer contribution / active EE

$1,464

$1,760-16.8%

$1,219+20.1%

$4,876-70.0%

Participant deferral / active EE

$3,250

$2,462+32.0%

$1,806+80.0%

$5,439-40.2%

Admin fee / account holder

$3,055-100.0%

$2,320-100.0%

$10,885-100.0%

KEN'S JAPANESE RESTAURANT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEN'S JAPANESE RESTAURANT 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