Retirement plan

KIFNWO 401K TRUST

Name: KONA ICE FINDLAY AND NORTHWEST OHIO, INC. - KIFNWO 401K TRUST (2019) Form 5500
Creator: KONA ICE FINDLAY AND NORTHWEST OHIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIFNWO 401K TRUST, KONA ICE FINDLAY AND NORTHWEST OHIO, INC.

KONA ICE FINDLAY AND NORTHWEST OHIO, INC.EIN 47-3238002Plan #001PY 2019

2119 STONE CLIFF DRIVE - FINDLAY, OH 45840567-525-0508

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$102K

-24.7% from 2018

Total participants

0.0% from 2018

Average account balance

$102,357

-24.7% from 2018

Annual return

-24.75%

-37.05 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$159K

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+33.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$150

$150 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.147%

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

$102,357

$108,695-5.8%

$74,722+37.0%

$152,897-33.1%

Participation rate

100.0%

65.4%+34.6pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

-24.75%

114.11%-138.9pp

753.11%-777.9pp

345.43%-370.2pp

Employer contribution / active EE

$1,504-100.0%

$1,084-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,712-100.0%

$1,963-100.0%

$5,851-100.0%

Admin fee / account holder

$150

$4,906-96.9%

$3,335-95.5%

$11,599-98.7%

KIFNWO 401K TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIFNWO 401K 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