Retirement plan

KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Name: KEN COLLEY & ASSOCIATES, INC. - KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: KEN COLLEY & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, KEN COLLEY & ASSOCIATES, INC.

KEN COLLEY & ASSOCIATES, INC.EIN 71-0730014Plan #002PY 2024

4111 MASSARD RD - FORT SMITH, AR 729036223479-785-0078kencolleyinc.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#001Retirement-$540K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$450K

+40.1% from 2023

Total participants

0.0% from 2023

Average account balance

$56,198

+40.1% from 2023

Annual return

14.72%

-7.73 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$450K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.72%

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 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

$56,198

$211,224-73.4%

$178,505-68.5%

$145,897-61.5%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

14.72%

30.28%-15.6pp

27.16%-12.4pp

552.29%-537.6pp

Employer contribution / active EE

$4,198

$4,577-8.3%

$3,955+6.1%

$4,663-10.0%

Participant deferral / active EE

$7,440

$6,966+6.8%

$6,280+18.5%

$6,689+11.2%

Admin fee / account holder

$12,109-100.0%

$10,428-100.0%

$13,390-100.0%

KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING 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