Retirement plan

BRYANT, KATT & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN

Name: BRYANT, KATT & ASSOCIATES, P.C. - BRYANT, KATT & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: BRYANT, KATT & ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYANT, KATT & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN, BRYANT, KATT & ASSOCIATES, P.C.

BRYANT, KATT & ASSOCIATES, P.C.EIN 47-0725073Plan #001PY 2024

6211 O ST - LINCOLN, NE 685102256402-486-1040bka-cpa.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.2M

+19.3% from 2023

Total participants

-4.5% from 2023

Average account balance

$712,300

+13.3% from 2023

Annual return

18.13%

+16.58 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.25M

Not enough data

1 years with asset history on file

Average account balance

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

$712K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$403K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13350

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 codes2C2E2F2G2J2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$267K

$15706 / participant

Other / not subdivided$267K100.0%

% of EOY assets

1.874%

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

$712,300

$159,934+345.4%

$147,005+384.5%

$145,959+388.0%

Participation rate

94.1%

84.0%+10.1pp

82.2%+12.0pp

80.3%+13.8pp

Annual return

18.13%

98.24%-80.1pp

418.76%-400.6pp

561.95%-543.8pp

Employer contribution / active EE

$14,835

$5,287+180.6%

$4,934+200.7%

$4,661+218.3%

Participant deferral / active EE

$8,893

$8,427+5.5%

$8,070+10.2%

$6,689+33.0%

Admin fee / account holder

$13,350

$15,053-11.3%

$13,006+2.6%

$13,398-0.4%

BRYANT, KATT & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRYANT, KATT & ASSOCIATES, P.C. 401K 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