Retirement plan

ELENI KELAKOS ENTERPRISES LTD 401K PROFIT SHARING PLAN

Name: ELENI KELAKOS ENTERPRISES LTD - ELENI KELAKOS ENTERPRISES LTD 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: ELENI KELAKOS ENTERPRISES LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELENI KELAKOS ENTERPRISES LTD 401K PROFIT SHARING PLAN, ELENI KELAKOS ENTERPRISES LTD

ELENI KELAKOS ENTERPRISES LTDEIN 38-3700348Plan #001PY 2016

3765 BRIDLE PASS CT - ANN ARBOR, MI 48108734-622-0522

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$349K

+26.7% from 2015

Total participants

0.0% from 2015

Average account balance

$174,287

+26.7% from 2015

Annual return

8.84%

+8.32 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$835K

Not enough data

1 years with asset history on file

Average account balance

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

$417K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11572

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.

Expense breakdown

Schedule H Part II

Admin total

$320

$160 / participant

Other / not subdivided$320100.0%

% of EOY assets

0.092%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$174,287

$153,311+13.7%

$109,313+59.4%

$273,972-36.4%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

8.84%

29.86%-21.0pp

22.07%-13.2pp

41.46%-32.6pp

Employer contribution / active EE

$6,060

$5,619+7.8%

$3,892+55.7%

$4,869+24.5%

Participant deferral / active EE

$18,452

$3,932+369.3%

$3,166+482.7%

$5,287+249.0%

Admin fee / account holder

$160

$8,076-98.0%

$5,666-97.2%

$10,133-98.4%

ELENI KELAKOS ENTERPRISES LTD 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELENI KELAKOS ENTERPRISES LTD 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion