Retirement plan

K.W.LUETKEMEYER P&W COVERING 401(K) PROFIT SHARING PLAN

Name: K.W.LUETKEMEYER P&W COVERING CO. - K.W.LUETKEMEYER P&W COVERING 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: K.W.LUETKEMEYER P&W COVERING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K.W.LUETKEMEYER P&W COVERING 401(K) PROFIT SHARING PLAN, K.W.LUETKEMEYER P&W COVERING CO.

K.W.LUETKEMEYER P&W COVERING CO.EIN 43-1203294Plan #002PY 2018

6613 BUSINESS 50 WEST - JEFFERSON CITY, MO 65109573-893-7196

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+24.2% from 2017

Total participants

0.0% from 2017

Average account balance

$206,320

+24.2% from 2017

Annual return

9.14%

-1.00 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.79M

Not enough data

1 years with asset history on file

Average account balance

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

$542K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$203K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2G2J3D

Plan features

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.
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

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

$193

$39 / participant

Other / not subdivided$193100.0%

% of EOY assets

0.016%

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

$206,320

$99,032+108.3%

$80,019+157.8%

$135,375+52.4%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

9.14%

15.39%-6.2pp

11.22%-2.1pp

519.73%-510.6pp

Employer contribution / active EE

$18,386

$3,043+504.1%

$2,468+645.0%

$4,779+284.7%

Participant deferral / active EE

$11,652

$4,282+172.1%

$3,686+216.1%

$5,609+107.7%

Admin fee / account holder

$32

$10,436-99.7%

$6,521-99.5%

$10,827-99.7%

K.W.LUETKEMEYER P&W COVERING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

K.W.LUETKEMEYER P&W COVERING 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