Retirement plan

RICHARD KANALY HOMES, INC. EMPLOYEE PROFIT SHARING PLAN

Name: RICHARD KANALY HOMES, INC. - RICHARD KANALY HOMES, INC. EMPLOYEE PROFIT SHARING PLAN (2019) Form 5500
Creator: RICHARD KANALY HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD KANALY HOMES, INC. EMPLOYEE PROFIT SHARING PLAN, RICHARD KANALY HOMES, INC.

RICHARD KANALY HOMES, INC.EIN 73-1036208Plan #002PY 2019

3800 BRAXTON WAY - EDMOND, OK 73034405-341-5523rkymca.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.7M

+0.5% from 2018

Total participants

0.0% from 2018

Average account balance

No prior year

Annual return

0.32%

-6.99 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

Not enough data

1 years with asset history on file

Average account balance

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

$2.2M

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+5.09%

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$71K

$35500 / participant

Other / not subdivided$71K100.0%

% of EOY assets

2.651%

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

$107,368-100.0%

$92,915-100.0%

$152,909-100.0%

Participation rate

0.0%

79.8%-79.8pp

76.0%-76.0pp

82.5%-82.5pp

Annual return

0.32%

145.64%-145.3pp

109.45%-109.1pp

345.46%-345.1pp

Employer contribution / active EE

$12,500

$4,222+196.0%

$3,653+242.1%

$4,764+162.4%

Participant deferral / active EE

$25,000

$4,848+415.7%

$4,238+489.9%

$5,851+327.3%

Admin fee / account holder

$7,082-100.0%

$5,796-100.0%

$11,601-100.0%

RICHARD KANALY HOMES, INC. EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHARD KANALY HOMES, INC. EMPLOYEE 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