Retirement plan

MATZINGER-KEEGAN, INC. 401(K) PROFIT SHARING PLAN

Name: MATZINGER-KEEGAN, INC. - MATZINGER-KEEGAN, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: MATZINGER-KEEGAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MATZINGER-KEEGAN, INC. 401(K) PROFIT SHARING PLAN, MATZINGER-KEEGAN, INC.

MATZINGER-KEEGAN, INC.EIN 95-2280403Plan #004PY 2021

160 W. FOOTHILL PARKWAY, #105-74 - CORONA, CA 92882949-852-1006mkireps.comLinkedIn11-50 employeesutilities

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$6.5M

+14.7% from 2020

Total participants

0.0% from 2020

Average account balance

$503,822

+14.7% from 2020

Annual return

8.79%

+4.59 pp from 2020

Benchmarks

See 22,587 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,587 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.41M

Not enough data

1 years with asset history on file

Average account balance

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

$361K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$432K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+23.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1580

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$503,822

$176,794+185.0%

$146,647+243.6%

$167,553+200.7%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

8.79%

24.04%-15.2pp

22.75%-14.0pp

478.89%-470.1pp

Employer contribution / active EE

$19,583

$5,161+279.4%

$4,137+373.4%

$4,840+304.6%

Participant deferral / active EE

$14,300

$6,440+122.0%

$5,506+159.7%

$6,343+125.5%

Admin fee / account holder

$13,262-100.0%

$10,281-100.0%

$12,316-100.0%

MATZINGER-KEEGAN, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MATZINGER-KEEGAN, INC. 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