Retirement plan

WILLIAM C. KILLEBREW 401(K) PROFIT SHARING PLAN

Name: WILLIAM C. KILLEBREW - WILLIAM C. KILLEBREW 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: WILLIAM C. KILLEBREW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM C. KILLEBREW 401(K) PROFIT SHARING PLAN, WILLIAM C. KILLEBREW

WILLIAM C. KILLEBREWEIN 62-1195268Plan #001PY 2016

5824 FREDRICKSBURG DRIVE - NASHVILLE, TN 37215615-269-3794

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$287K

+13.2% from 2015

Total participants

0.0% from 2015

Average account balance

$40,941

+13.2% from 2015

Annual return

9.44%

+11.16 pp from 2015

Benchmarks

See 35,837 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

Not enough data

0 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

-1.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3989

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 codes2E2H2J2F3B3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Expense breakdown

Schedule H Part II

Admin total

$100

$33 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.035%

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

$40,941

$99,343-58.8%

$84,751-51.7%

$273,968-85.1%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

9.44%

22.93%-13.5pp

22.78%-13.3pp

41.45%-32.0pp

Employer contribution / active EE

$805

$4,214-80.9%

$3,574-77.5%

$4,869-83.5%

Participant deferral / active EE

$2,338

$4,269-45.2%

$3,712-37.0%

$5,287-55.8%

Admin fee / account holder

$14

$6,645-99.8%

$5,333-99.7%

$10,132-99.9%

WILLIAM C. KILLEBREW 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM C. KILLEBREW 401(K) 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