Retirement plan

L & L CONSTRUCTION 401(K) PROFIT SHARING PLAN AND TRUST

Name: LLK, LLC DBA L & L CONSTRUCTION - L & L CONSTRUCTION 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: LLK, LLC DBA L & L CONSTRUCTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L & L CONSTRUCTION 401(K) PROFIT SHARING PLAN AND TRUST, LLK, LLC DBA L & L CONSTRUCTION

LLK, LLC DBA L & L CONSTRUCTIONEIN 46-0507762Plan #001PY 2020

16083 262ND ROAD - ATCHISON, KS 66002913-367-3161

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$724K

+36.3% from 2019

Total participants

+6.3% from 2019

Average account balance

$51,699

+16.8% from 2019

Annual return

18.86%

-3.31 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2E2F2G2J3D

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.
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

$243

$19 / participant

Other / not subdivided$243100.0%

% of EOY assets

0.034%

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

$51,699

$115,796-55.4%

$101,264-48.9%

$158,950-67.5%

Participation rate

76.9%

79.4%-2.4pp

75.8%+1.1pp

82.0%-5.0pp

Annual return

18.86%

56.15%-37.3pp

46.48%-27.6pp

302.91%-284.0pp

Employer contribution / active EE

$1,792

$4,175-57.1%

$3,660-51.0%

$4,762-62.4%

Participant deferral / active EE

$5,336

$4,958+7.6%

$4,370+22.1%

$5,983-10.8%

Admin fee / account holder

$17

$7,247-99.8%

$5,947-99.7%

$11,248-99.8%

L & L CONSTRUCTION 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L & L CONSTRUCTION 401(K) PROFIT SHARING PLAN AND TRUST

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