Retirement plan

K & J SAFETY AND SECURITY CONSULTING SVCS., INC 401(K) PS PLAN

Name: K & J SAFETY AND SECURITY CONSULTING SVCS., INC - K & J SAFETY AND SECURITY CONSULTING SVCS., INC 401(K) PS PLAN (2017) Form 5500
Creator: K & J SAFETY AND SECURITY CONSULTING SVCS., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K & J SAFETY AND SECURITY CONSULTING SVCS., INC 401(K) PS PLAN, K & J SAFETY AND SECURITY CONSULTING SVCS., INC

K & J SAFETY AND SECURITY CONSULTING SVCS., INCEIN 55-0808988Plan #003PY 2017

3257 ELCANO LANE - CANTONMENT, FL 325336876850-293-6005

Other plans on this EIN

1 filing

#002Retirement-$856K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$178K

+163.2% from 2016

Total participants

+100.0% from 2016

Average account balance

$44,433

No prior year

Annual return

21.38%

+21.38 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$742K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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

$435K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+21.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30613

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$44,433

$150,447-70.5%

$136,298-67.4%

$147,586-69.9%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

21.38%

1049.15%-1027.8pp

5156.27%-5134.9pp

578.59%-557.2pp

Employer contribution / active EE

$7,962

$5,256+51.5%

$4,696+69.6%

$4,876+63.3%

Participant deferral / active EE

$15,981

$6,631+141.0%

$6,247+155.8%

$5,439+193.8%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

K & J SAFETY AND SECURITY CONSULTING SVCS., INC 401(K) PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

K & J SAFETY AND SECURITY CONSULTING SVCS., INC 401(K) PS 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