Retirement plan

EDWARD KELLY AND SONS, INC PROFIT SHARING PLAN

Name: EDWARD KELLY & SONS, INC. - EDWARD KELLY AND SONS, INC PROFIT SHARING PLAN (2015) Form 5500
Creator: EDWARD KELLY & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDWARD KELLY AND SONS, INC PROFIT SHARING PLAN, EDWARD KELLY & SONS, INC.

EDWARD KELLY & SONS, INC.EIN 34-0973770Plan #001PY 2015

5555 WOODVILLE ROAD - NORTHWOOD, OH 43619419-243-5108edkellysons.comLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$189,277

No prior year

Annual return

-0.10%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$421K

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

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+9.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10010

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 codes2E2F2G3D

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.
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

$189,277

$87,546+116.2%

$75,784+149.8%

$125,389+51.0%

Participation rate

87.5%

80.2%+7.3pp

75.8%+11.7pp

83.2%+4.3pp

Annual return

-0.10%

13.49%-13.6pp

9.68%-9.8pp

282.24%-282.3pp

Employer contribution / active EE

$3,750

$3,930-4.6%

$3,323+12.8%

$4,866-22.9%

Participant deferral / active EE

$4,230-100.0%

$3,652-100.0%

$5,352-100.0%

Admin fee / account holder

$6,503-100.0%

$5,300-100.0%

$9,541-100.0%

EDWARD KELLY AND SONS, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDWARD KELLY AND SONS, INC 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