Retirement plan

KNUEPPEL LIVESTOCK AND ORDER BUYING, INC 401(K) PROFIT SHARING PLAN

Name: KNUEPPEL LIVESTOCK AND ORDER BUYING, INC. - KNUEPPEL LIVESTOCK AND ORDER BUYING, INC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: KNUEPPEL LIVESTOCK AND ORDER BUYING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNUEPPEL LIVESTOCK AND ORDER BUYING, INC 401(K) PROFIT SHARING PLAN, KNUEPPEL LIVESTOCK AND ORDER BUYING, INC.

KNUEPPEL LIVESTOCK AND ORDER BUYING, INC.EIN 39-1233983Plan #001PY 2023

107 W MAIN ST - LITTLE CHUTE, WI 54140715-745-2363LinkedIn1-10 employeesranching

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+30.3% from 2022

Total participants

0.0% from 2022

Average account balance

$434,730

+30.3% from 2022

Annual return

16.49%

+32.37 pp from 2022

Benchmarks

See 6,332 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,332 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$681K

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

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+17.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1118

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$741 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.171%

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

$434,730

$141,004+208.3%

$112,273+287.2%

$139,456+211.7%

Participation rate

100.0%

79.2%+20.8pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

16.49%

32.75%-16.3pp

30.23%-13.7pp

373.45%-357.0pp

Employer contribution / active EE

$26,877

$4,285+527.3%

$3,431+683.3%

$4,753+465.5%

Participant deferral / active EE

$20,000

$5,878+240.3%

$4,800+316.7%

$6,711+198.0%

Admin fee / account holder

$741

$9,959-92.6%

$7,752-90.4%

$11,407-93.5%

KNUEPPEL LIVESTOCK AND ORDER BUYING, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNUEPPEL LIVESTOCK AND ORDER BUYING, 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