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 (2023) 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 2023

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4M

+11.6% from 2022

Total participants

0.0% from 2022

Average account balance

$995,038

+11.6% from 2022

Annual return

11.59%

+20.81 pp from 2022

Benchmarks

See 9,381 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,381 peers

Snapshot2023

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

$995,038

$85,060+1069.8%

$70,565+1310.1%

$139,487+613.4%

Participation rate

100.0%

73.9%+26.1pp

68.4%+31.6pp

80.3%+19.7pp

Annual return

11.59%

30.39%-18.8pp

32.79%-21.2pp

373.84%-362.3pp

Employer contribution / active EE

$3,912-100.0%

$2,976-100.0%

$4,755-100.0%

Participant deferral / active EE

$5,891-100.0%

$4,568-100.0%

$6,713-100.0%

Admin fee / account holder

$8,932-100.0%

$6,430-100.0%

$11,407-100.0%

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