Retirement plan

MARSHALL KLOENE ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MARSHALL KLOENE ORTHOPEDICS, INC. - MARSHALL KLOENE ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: MARSHALL KLOENE ORTHOPEDICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSHALL KLOENE ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, MARSHALL KLOENE ORTHOPEDICS, INC.

MARSHALL KLOENE ORTHOPEDICS, INC.EIN 34-1346228Plan #001PY 2025

419 TOMAHAWK DR. - MAUMEE, OH 43537419-893-0748marshallkloene.comLinkedIn1-10 employeesmedical devices

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+18.5% from 2024

Total participants

0.0% from 2024

Average account balance

$216,792

+18.5% from 2024

Annual return

14.96%

+5.30 pp from 2024

Benchmarks

See 15,543 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort15,543 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.73M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.96%

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 codes2E2J2F2G3D

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.
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

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

$216,792

$126,661+71.2%

$113,397+91.2%

$138,895+56.1%

Participation rate

100.0%

79.4%+20.6pp

76.5%+23.5pp

79.9%+20.1pp

Annual return

14.96%

25.05%-10.1pp

23.20%-8.2pp

145.39%-130.4pp

Employer contribution / active EE

$2,139

$3,456-38.1%

$2,977-28.2%

$4,194-49.0%

Participant deferral / active EE

$8,177

$5,693+43.6%

$5,076+61.1%

$6,396+27.8%

Admin fee / account holder

$14,549-100.0%

$11,957-100.0%

$12,562-100.0%

MARSHALL KLOENE ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARSHALL KLOENE ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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