Retirement plan

KUHN AVIATION, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: KUHN AVIATION, LLC - KUHN AVIATION, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: KUHN AVIATION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUHN AVIATION, LLC 401(K) PROFIT SHARING PLAN AND TRUST, KUHN AVIATION, LLC

KUHN AVIATION, LLCEIN 83-3528353Plan #001PY 2023

959 SYCOLIN ROAD - LEESBURG, VA 20175703-665-3000kuhnaviation.comLinkedIn1-10 employeesaviation & aerospace

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$607K

+375.6% from 2022

Total participants

+121.4% from 2022

Average account balance

$23,359

+119.5% from 2022

Annual return

199.48%

+199.48 pp from 2022

Benchmarks

See 4,600 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,600 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$392K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+47.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6114

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 codes2E2J2F2G3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$1K

$49 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.233%

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

$23,359

$51,207-54.4%

$70,565-66.9%

$75,177-68.9%

Participation rate

82.8%

61.0%+21.8pp

68.4%+14.4pp

67.2%+15.6pp

Annual return

199.48%

30.05%+169.4pp

32.79%+166.7pp

160.75%+38.7pp

Employer contribution / active EE

$2,943

$1,826+61.1%

$2,976-1.1%

$2,671+10.2%

Participant deferral / active EE

$4,847

$2,850+70.1%

$4,568+6.1%

$4,126+17.5%

Admin fee / account holder

$55

$4,097-98.7%

$6,430-99.2%

$5,651-99.0%

KUHN AVIATION, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUHN AVIATION, LLC 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