Retirement plan

CAPITAL INSIGHT HOLDINGS LLC 401(K) PLAN

Name: P.K. KATELLA, LLC - CAPITAL INSIGHT HOLDINGS LLC 401(K) PLAN (2022) Form 5500
Creator: P.K. KATELLA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL INSIGHT HOLDINGS LLC 401(K) PLAN, P.K. KATELLA, LLC

P.K. KATELLA, LLCEIN 86-3088761Plan #001PY 2022

PO BOX 69344 - WEST HOLLYWOOD, CA 90069310-350-1285

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$38K

+665.7% from 2021

Total participants

+38.9% from 2021

Average account balance

$12,531

+410.4% from 2021

Annual return

217.37%

+217.37 pp from 2021

Benchmarks

See 4,973 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,973 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$173K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

5.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$635

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

+17.66%

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 codes2E2J2F2G3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$12,531

$27,632-54.6%

$61,399-79.6%

$68,495-81.7%

Participation rate

12.0%

39.5%-27.5pp

52.6%-40.6pp

67.9%-55.9pp

Annual return

217.37%

-13.24%+230.6pp

338.81%-121.4pp

-7.84%+225.2pp

Employer contribution / active EE

$306

$696-56.0%

$1,159-73.6%

$2,596-88.2%

Participant deferral / active EE

$574

$1,264-54.5%

$2,124-73.0%

$4,028-85.7%

Admin fee / account holder

$2,010-100.0%

$2,131-100.0%

$5,403-100.0%

CAPITAL INSIGHT HOLDINGS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAPITAL INSIGHT HOLDINGS LLC 401(K) 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