Retirement plan

KAPLAN HECKER & FINK LLP ATTORNEY 401(K) PLAN

Name: KAPLAN HECKER & FINK LLP - KAPLAN HECKER & FINK LLP ATTORNEY 401(K) PLAN (2022) Form 5500
Creator: KAPLAN HECKER & FINK LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAPLAN HECKER & FINK LLP ATTORNEY 401(K) PLAN, KAPLAN HECKER & FINK LLP

KAPLAN HECKER & FINK LLPEIN 82-1685797Plan #003PY 2022

350 FIFTH AVENUE, 63RD FLOOR - NEW YORK, NY 10118914-302-3233kaplanhecker.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

2 filings

#001Retirement-$6.0M assets #002Retirement-$4.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$43,907

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 27,998 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,998 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

116.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$605K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+21.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2760

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$60

$2 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.005%

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

$43,907

$82,678-46.9%

$125,391-65.0%

$68,490-35.9%

Participation rate

75.0%

75.1%-0.1pp

82.4%-7.4pp

67.9%+7.1pp

Annual return

0.00%

-5.97%+6.0pp

572.41%-572.4pp

-7.85%+7.9pp

Employer contribution / active EE

$1,762

$3,382-47.9%

$4,816-63.4%

$2,597-32.1%

Participant deferral / active EE

$3,556

$6,111-41.8%

$7,448-52.3%

$4,028-11.7%

Admin fee / account holder

$6,277-100.0%

$10,009-100.0%

$5,403-100.0%

KAPLAN HECKER & FINK LLP ATTORNEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAPLAN HECKER & FINK LLP ATTORNEY 401(K) 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