Retirement plan

AKS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: AKS ENTERPRISES, INC. - AKS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: AKS ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AKS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, AKS ENTERPRISES, INC.

AKS ENTERPRISES, INC.EIN 74-2884212Plan #001PY 2019

8310 SPEEDWAY DR., SUITE D - SAN ANTONIO, TX 78230210-344-4741

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$141K

+64.0% from 2018

Total participants

+9.1% from 2018

Average account balance

$11,756

+50.4% from 2018

Annual return

22.37%

+28.02 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

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

+3.23%

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$136 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.063%

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

$11,756

$107,353-89.0%

$92,903-87.3%

$152,885-92.3%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

22.37%

145.62%-123.2pp

109.43%-87.1pp

345.39%-323.0pp

Employer contribution / active EE

$1,325

$4,222-68.6%

$3,653-63.7%

$4,763-72.2%

Participant deferral / active EE

$2,069

$4,848-57.3%

$4,238-51.2%

$5,851-64.6%

Admin fee / account holder

$125

$7,081-98.2%

$5,795-97.8%

$11,598-98.9%

AKS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AKS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND 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