Retirement plan

ARKANSAS CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Name: ARKANSAS CAPITAL CORPORATION - ARKANSAS CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: ARKANSAS CAPITAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, ARKANSAS CAPITAL CORPORATION

ARKANSAS CAPITAL CORPORATIONEIN 71-0312420Plan #002PY 2023

200 RIVER MARKET AVE, SUITE 400 - LITTLE ROCK, AR 72201501-374-9247LinkedIn11-50 employeescapital markets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.7M

+31.7% from 2022

Total participants

0.0% from 2022

Average account balance

$120,856

+38.5% from 2022

Annual return

22.62%

+39.03 pp from 2022

Benchmarks

See 36,154 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,154 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.78M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$564K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+17.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5691

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$591 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.238%

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

$120,856

$185,905-35.0%

$170,057-28.9%

$139,487-13.4%

Participation rate

89.5%

87.8%+1.7pp

87.0%+2.5pp

80.3%+9.1pp

Annual return

22.62%

60.56%-37.9pp

53.42%-30.8pp

373.84%-351.2pp

Employer contribution / active EE

$10,144

$7,597+33.5%

$6,790+49.4%

$4,755+113.3%

Participant deferral / active EE

$7,574

$11,627-34.9%

$10,411-27.3%

$6,713+12.8%

Admin fee / account holder

$288

$15,397-98.1%

$12,826-97.8%

$11,407-97.5%

ARKANSAS CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & 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