Retirement plan

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Name: KENOSHA COMMUNITY HEALTH CENTER, INC. - KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN (2024) Form 5500
Creator: KENOSHA COMMUNITY HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN, KENOSHA COMMUNITY HEALTH CENTER, INC.

KENOSHA COMMUNITY HEALTH CENTER, INC.EIN 39-1789874Plan #002PY 2024

4006 WASHINGTON ROAD - KENOSHA, WI 531444819262-656-0044

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+21.1% from 2023

Total participants

182

-2.2% from 2023

Average account balance

$32,026

+30.4% from 2023

Annual return

17.19%

+2.42 pp from 2023

Benchmarks

See 5,998 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,998 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

127

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.

62.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$425K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHNSON BANK9+ years Service code 21 · EIN 39-1141446	Bank Trustee	$25,552

Plan features & details

Pension benefit codes2L2T3D2G2E2F2J

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$26K

$176 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.682%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,026

$55,437-42.2%

$155,534-79.4%

$74,459-57.0%

Participation rate

55.2%

61.9%-6.7pp

78.2%-23.0pp

67.2%-12.1pp

Annual return

17.19%

269.58%-252.4pp

64.92%-47.7pp

1369.70%-1352.5pp

Employer contribution / active EE

$2,266-100.0%

$4,675-100.0%

$2,626-100.0%

Participant deferral / active EE

$2,576

$2,837-9.2%

$5,630-54.2%

$4,350-40.8%

Admin fee / account holder

$218

$1,742-87.5%

$15,900-98.6%

$1,945-88.8%

Provider

Service type

Compensation

JOHNSON BANK9+ years

Service code 21 · EIN 39-1141446

Bank Trustee

$25,552

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENOSHA COMMUNITY HEALTH CENTER, INC. 403(B) 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