Retirement plan

KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Name: KOBERSTEIN HOLDINGS, INC. - KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST (2016) Form 5500
Creator: KOBERSTEIN HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST, KOBERSTEIN HOLDINGS, INC.

KOBERSTEIN HOLDINGS, INC.EIN 46-4269767Plan #002PY 2016

3301 W. BROADWAY - PRINCETON, IN 47670812-385-2695LinkedIn11-50 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

No prior year

Total participants

No prior year

Average account balance

$248,906

No prior year

Annual return

45.53%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.99M

Not enough data

1 years with asset history on file

Average account balance

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

$739K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+24.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16645

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$45K

$2837 / participant

Other / not subdivided$45K100.0%

% of EOY assets

1.140%

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

$248,906

$83,337+198.7%

$67,834+266.9%

$273,972-9.1%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

45.53%

259.45%-213.9pp

138.47%-92.9pp

41.46%+4.1pp

Employer contribution / active EE

$9,397

$3,287+185.9%

$2,403+291.0%

$4,869+93.0%

Participant deferral / active EE

$4,088-100.0%

$3,160-100.0%

$5,287-100.0%

Admin fee / account holder

$2,837

$6,752-58.0%

$4,622-38.6%

$10,133-72.0%

KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & 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