Retirement plan

KAYLA HARRISON ENTERPRISES LLC 401(K) PLAN

Name: KAYLA HARRISON ENTERPRISES LLC - KAYLA HARRISON ENTERPRISES LLC 401(K) PLAN (2024) Form 5500
Creator: KAYLA HARRISON ENTERPRISES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAYLA HARRISON ENTERPRISES LLC 401(K) PLAN, KAYLA HARRISON ENTERPRISES LLC

KAYLA HARRISON ENTERPRISES LLCEIN 46-1023692Plan #001PY 2024

9150 NORTHWEST 68TH COURT - PARKLAND, FL 33067513-594-0144

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$334K

+36.6% from 2023

Total participants

0.0% from 2023

Average account balance

$166,797

+36.6% from 2023

Annual return

8.38%

-7.68 pp from 2023

Benchmarks

See 10,254 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,254 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$334K

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+8.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$60

$60 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.018%

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

$166,797

$169,237-1.4%

$129,339+29.0%

$145,978+14.3%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

8.38%

14364.43%-14356.1pp

9437.05%-9428.7pp

550.52%-542.1pp

Employer contribution / active EE

$46,000

$5,540+730.3%

$4,154+1007.3%

$4,662+886.7%

Participant deferral / active EE

$23,000

$4,991+360.8%

$4,170+451.6%

$6,690+243.8%

Admin fee / account holder

$30

$9,882-99.7%

$7,668-99.6%

$13,400-99.8%

KAYLA HARRISON ENTERPRISES LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAYLA HARRISON ENTERPRISES LLC 401(K) 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