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 (2018) 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 2018

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

-1.4% from 2017

Total participants

+11.1% from 2017

Average account balance

$65,871

-17.0% from 2017

Annual return

-6.67%

-22.09 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

$65,871

$138,076-52.3%

$123,553-46.7%

$135,380-51.3%

Participation rate

92.3%

84.7%+7.6pp

82.3%+10.0pp

82.6%+9.7pp

Annual return

-6.67%

153.70%-160.4pp

119.21%-125.9pp

519.81%-526.5pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$5,106

$6,800-24.9%

$6,426-20.5%

$5,609-9.0%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

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