Retirement plan

COMPLETE APPLIANCE PROTECTION 401K PROFIT SHARING PLAN

Name: COMPLETE APPLIANCE PROTECTION - COMPLETE APPLIANCE PROTECTION 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: COMPLETE APPLIANCE PROTECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPLETE APPLIANCE PROTECTION 401K PROFIT SHARING PLAN, COMPLETE APPLIANCE PROTECTION

COMPLETE APPLIANCE PROTECTIONEIN 48-1202100Plan #001PY 2025

1532 NE 96TH ST STE A - LIBERTY, MO 64068816-792-4600

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$305K

+23.8% from 2024

Total participants

-22.2% from 2024

Average account balance

$50,900

+44.4% from 2024

Annual return

18.32%

+2.91 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$305K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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

$14K

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

+18.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$241

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$241 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.473%

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

$50,900

$223,823-77.3%

$211,142-75.9%

$154,746-67.1%

Participation rate

83.3%

87.9%-4.5pp

87.3%-4.0pp

80.7%+2.6pp

Annual return

18.32%

50.39%-32.1pp

46.84%-28.5pp

172.34%-154.0pp

Employer contribution / active EE

$6,787-100.0%

$6,442-100.0%

$4,379-100.0%

Participant deferral / active EE

$2,381

$9,750-75.6%

$9,284-74.4%

$6,730-64.6%

Admin fee / account holder

$241

$19,707-98.8%

$19,076-98.7%

$14,365-98.3%

COMPLETE APPLIANCE PROTECTION 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPLETE APPLIANCE PROTECTION 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