Retirement plan

R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Name: R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC. - R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST, R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC.

R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC.EIN 36-2863860Plan #002PY 2017

801 W. ADAMS ST., 8TH FLOOR - CHICAGO, IL 60607312-441-1980

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+21.2% from 2016

Total participants

-14.3% from 2016

Average account balance

$79,369

+21.2% from 2016

Annual return

15.42%

+14.81 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2592

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$79,369

$150,447-47.2%

$136,298-41.8%

$147,586-46.2%

Participation rate

83.3%

84.4%-1.1pp

81.9%+1.4pp

82.8%+0.5pp

Annual return

15.42%

1049.15%-1033.7pp

5156.27%-5140.9pp

578.59%-563.2pp

Employer contribution / active EE

$5,256-100.0%

$4,696-100.0%

$4,876-100.0%

Participant deferral / active EE

$5,012

$6,631-24.4%

$6,247-19.8%

$5,439-7.9%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

R. LAWRENCE KIRKEGAARD & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN & 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