Retirement plan

KENOSHA LUMBER & MFG CO., INC. 401(K) PROFIT SHARING PLAN

Name: KENOSHA LUMBER AND MANUFACTURING CO., INC. - KENOSHA LUMBER & MFG CO., INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: KENOSHA LUMBER AND MANUFACTURING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENOSHA LUMBER & MFG CO., INC. 401(K) PROFIT SHARING PLAN, KENOSHA LUMBER AND MANUFACTURING CO., INC.

KENOSHA LUMBER AND MANUFACTURING CO., INC.EIN 39-0878030Plan #001PY 2019

1325 56TH STREET - KENOSHA, WI 53140262-657-3144kenoshalumber.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-14.0% from 2018

Total participants

+9.1% from 2018

Average account balance

$153,810

-21.2% from 2018

Annual return

13.02%

+15.75 pp from 2018

Benchmarks

See 8,240 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,240 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$185K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54587

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

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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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$693K

$62955 / participant

Other / not subdivided$693K100.0%

% of EOY assets

37.519%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$153,810

$116,175+32.4%

$93,606+64.3%

$152,861+0.6%

Participation rate

100.0%

78.0%+22.0pp

75.8%+24.2pp

82.4%+17.6pp

Annual return

13.02%

35.96%-22.9pp

32.76%-19.7pp

345.32%-332.3pp

Employer contribution / active EE

$4,776

$3,218+48.4%

$2,718+75.7%

$4,762+0.3%

Participant deferral / active EE

$5,425

$4,603+17.9%

$4,069+33.3%

$5,850-7.3%

Admin fee / account holder

$57,709

$10,748+436.9%

$7,888+631.6%

$11,596+397.6%

KENOSHA LUMBER & MFG CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENOSHA LUMBER & MFG CO., INC. 401(K) 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