Retirement plan

KILGORE & KILGORE PLLC PROFIT SHARING AND SAVINGS PLAN

Name: KILGORE & KILGORE PLLC - KILGORE & KILGORE PLLC PROFIT SHARING AND SAVINGS PLAN (2017) Form 5500
Creator: KILGORE & KILGORE PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KILGORE & KILGORE PLLC PROFIT SHARING AND SAVINGS PLAN, KILGORE & KILGORE PLLC

KILGORE & KILGORE PLLCEIN 75-2815007Plan #001PY 2017

3109 CARLISLE STREET - DALLAS, TX 75204972-969-9099kilgorelaw.comLinkedIn11-50 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$308K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+30.3% from 2016

Total participants

+87.5% from 2016

Average account balance

$105,108

No prior year

Annual return

20.87%

+29.14 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

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

+4.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17074

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 codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$15K

$1225 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.166%

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

$105,108

$150,447-30.1%

$136,298-22.9%

$147,586-28.8%

Participation rate

75.0%

84.4%-9.4pp

81.9%-6.9pp

82.8%-7.8pp

Annual return

20.87%

1049.15%-1028.3pp

5156.27%-5135.4pp

578.59%-557.7pp

Employer contribution / active EE

$5,867

$5,256+11.6%

$4,696+24.9%

$4,876+20.3%

Participant deferral / active EE

$2,980

$6,631-55.1%

$6,247-52.3%

$5,439-45.2%

Admin fee / account holder

$1,225

$10,906-88.8%

$9,244-86.7%

$10,886-88.7%

KILGORE & KILGORE PLLC PROFIT SHARING AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KILGORE & KILGORE PLLC PROFIT SHARING AND SAVINGS 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