Retirement plan

KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN

Name: KAIRIS PLANNING NETWORK, INC. - KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: KAIRIS PLANNING NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN, KAIRIS PLANNING NETWORK, INC.

KAIRIS PLANNING NETWORK, INC.EIN 33-0896319Plan #002PY 2021

668 N. COAST HIGHWAY, SUITE 405 - LAGUNA BEACH, CA 92651949-497-4435kpninc.comLinkedIn1-10 employeeshospitality

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$40K

No prior year

Total participants

No prior year

Average account balance

$20,000

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 15,324 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,324 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.67%

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 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

$20,000

$114,130-82.5%

$96,192-79.2%

$167,553-88.1%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

0.00%

190.07%-190.1pp

192.09%-192.1pp

478.89%-478.9pp

Employer contribution / active EE

$3,431-100.0%

$2,799-100.0%

$4,840-100.0%

Participant deferral / active EE

$20,000

$5,198+284.8%

$4,351+359.7%

$6,343+215.3%

Admin fee / account holder

$6,901-100.0%

$5,539-100.0%

$12,316-100.0%

KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING 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