Retirement plan

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN

Name: PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY - PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN (2025) Form 5500
Creator: PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN, PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTYEIN 43-6215389Plan #001PY 2025

920 SW STATE ROUTE 58 - HOLDEN, MO 64040816-732-6658

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+20.7% from 2024

Total participants

+18.2% from 2024

Average account balance

$273,904

+2.1% from 2024

Annual return

16.29%

+3.13 pp from 2024

Benchmarks

See 693 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort693 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$898

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 codes2E2F2G2T3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$12K

$1168 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.328%

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

$273,904

$123,898+121.1%

$116,538+135.0%

$155,188+76.5%

Participation rate

100.0%

83.7%+16.3pp

82.6%+17.4pp

80.8%+19.2pp

Annual return

16.29%

16.04%+0.3pp

17.97%-1.7pp

148.84%-132.5pp

Employer contribution / active EE

$12,952

$4,739+173.3%

$4,541+185.2%

$4,248+204.9%

Participant deferral / active EE

$6,400-100.0%

$6,207-100.0%

$6,531-100.0%

Admin fee / account holder

$898

$9,174-90.2%

$8,737-89.7%

$14,480-93.8%

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE 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