Retirement plan

KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN

Name: KELLER TRUCKING, INC. - KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN (2024) Form 5500
Creator: KELLER TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN, KELLER TRUCKING, INC.

KELLER TRUCKING, INC.EIN 36-2496938Plan #002PY 2024

1 NORTHFIELD PLAZA 455 - NORTHFIELD, IL 60093847-446-7400

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+10.3% from 2023

Total participants

0.0% from 2023

Average account balance

$1,097,357

+10.3% from 2023

Annual return

9.03%

-2.56 pp from 2023

Benchmarks

See 9,765 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,765 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.39M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.03%

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,097,357

$90,397+1113.9%

$76,002+1343.9%

$145,959+651.8%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

9.03%

621.97%-612.9pp

360.07%-351.0pp

561.95%-552.9pp

Employer contribution / active EE

$12,500

$3,317+276.8%

$2,688+365.0%

$4,661+168.2%

Participant deferral / active EE

$5,163-100.0%

$4,257-100.0%

$6,689-100.0%

Admin fee / account holder

$8,369-100.0%

$6,414-100.0%

$13,398-100.0%

KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KELLER TRUCKING COMPANY, INC. PROFIT SHARING PLAN AND TRUST AND 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