Retirement plan

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Name: SCHELL & KAMPETER, INC. - SCHELL & KAMPETER, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: SCHELL & KAMPETER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHELL & KAMPETER, INC. PROFIT SHARING PLAN, SCHELL & KAMPETER, INC.

SCHELL & KAMPETER, INC.EIN 43-0951994Plan #001PY 2018

4TH AND OLIVE - META, MO 65058573-229-4203LinkedIn501-1000 employeesfood production

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 18, 2019

Plan administrator

Plan administrator name— Sign in and upgrade to view

103 North Olive

Meta, MO 65058

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Diamond Pet Foods Deferred Compensation Plan10 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$53.2M

+1.2% from 2017

Total participants

837

+9.6% from 2017

Average account balance

$64,270

-7.6% from 2017

Annual return

-4.47%

-22.00 pp from 2017

Benchmarks

See 705 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort705 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$116.52M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

1,300

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576	Direct payment from the plan; Custodi...	$139,626
PROVIDENCE FINANCIAL, LLC4+ years Service code 10 · EIN 27-0275591	Accounting	$20,000
STANCORP FINANCIAL GROUP4+ years Filed as: STANCORP FINANCIAL Service code 19	Securities Custodian	$7,715

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$160K

$216 / participant

Contract admin$160K100.0%

% of EOY assets

0.300%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WILLIAMS-KEEPERS LLC
Auditor EIN: 431126847
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,270

$48,261+33.2%

$68,612-6.3%

$55,725+15.3%

Participation rate

98.8%

71.0%+27.7pp

72.2%+26.5pp

70.9%+27.9pp

Annual return

-4.47%

-2.61%-1.9pp

-4.63%+0.2pp

244.93%-249.4pp

Employer contribution / active EE

$4,095

$1,742+135.0%

$2,625+56.0%

$2,078+97.1%

Participant deferral / active EE

$3,557

$2,712+31.2%

$3,311+7.4%

$3,356+6.0%

Admin fee / account holder

$193

$126+52.8%

$5,131-96.2%

$115+67.4%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP4+ years

Service code 12 · EIN 93-1253576

Direct payment from the plan; Custodi...

$139,626

PROVIDENCE FINANCIAL, LLC4+ years

Service code 10 · EIN 27-0275591

Accounting

$20,000

STANCORP FINANCIAL GROUP4+ years

Filed as: STANCORP FINANCIAL

Service code 19

Securities Custodian

$7,715

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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