Retirement plan

KETTEZ ENTERPRISES RETIREMENT PLAN

Name: KETTEZ ENTERPRISES, CO. - KETTEZ ENTERPRISES RETIREMENT PLAN (2023) Form 5500
Creator: KETTEZ ENTERPRISES, CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KETTEZ ENTERPRISES RETIREMENT PLAN, KETTEZ ENTERPRISES, CO.

KETTEZ ENTERPRISES, CO.EIN 47-4297575Plan #001PY 2023

701 N HIGHPOINT RD - MADISON, WI 53717312-763-8989

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$493K

+42.5% from 2022

Total participants

0.0% from 2022

Average account balance

$493,490

+42.5% from 2022

Annual return

29.03%

+51.43 pp from 2022

Benchmarks

See 7,477 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,477 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$603K

Not enough data

1 years with asset history on file

Average account balance

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

$301K

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

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+2.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$493,490

$69,274+612.4%

$64,097+669.9%

$139,487+253.8%

Participation rate

100.0%

75.6%+24.4pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

29.03%

46.00%-17.0pp

33.75%-4.7pp

373.84%-344.8pp

Employer contribution / active EE

$9,493

$3,187+197.9%

$2,750+245.2%

$4,755+99.7%

Participant deferral / active EE

$37,000

$4,685+689.7%

$3,881+853.3%

$6,713+451.2%

Admin fee / account holder

$4,247-100.0%

$3,070-100.0%

$11,407-100.0%

KETTEZ ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KETTEZ ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion