Retirement plan

DAVID KENT ENTERPRISES, L.L.C. 401(K) PROFIT SHARING PLAN

Name: DAVID KENT ENTERPRISES, L.L.C. - DAVID KENT ENTERPRISES, L.L.C. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DAVID KENT ENTERPRISES, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID KENT ENTERPRISES, L.L.C. 401(K) PROFIT SHARING PLAN, DAVID KENT ENTERPRISES, L.L.C.

DAVID KENT ENTERPRISES, L.L.C.EIN 84-1667714Plan #001PY 2016

297 WEIR ROAD - SIMSBORO, LA 71275318-548-0007LinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$418K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$371K

No prior year

Total participants

No prior year

Average account balance

$123,518

No prior year

Annual return

4.96%

No prior year

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$573K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.07%

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 codes2E2G2J3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$123,518

$93,064+32.7%

$74,577+65.6%

$273,972-54.9%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

4.96%

26.18%-21.2pp

20.47%-15.5pp

41.46%-36.5pp

Employer contribution / active EE

$5,241

$3,160+65.9%

$2,525+107.5%

$4,869+7.6%

Participant deferral / active EE

$4,160-100.0%

$3,458-100.0%

$5,287-100.0%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

DAVID KENT ENTERPRISES, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID KENT ENTERPRISES, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion