Profile
Kinex/R&M Holdco, LLC Savings Plan in Waukesha, WI is in Wisconsin, its EIN is 800953249, its industry group is Medical Equipment and Supplies Manufacturing, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 339110, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and diversity of asset types (4 total), and is better than the overall participant averages in each of net income per total participant, active-participant contributions per head, and total administrative expense per participant.
Numeric values:
- total assets at beginning of plan year ($4,458,213)
- total assets ($4,212,311)
- net assets (assets minus liabilities) ($4.20M)
- value of interest in pooled separate accounts ($3,882,402)
- total contributions ($921,637)
- cash contributions from participants ($765,787)
- total expenses ($382,089)
- value of funds held in insurance company general account (unallocated contracts) ($191,695)
- receivables - employer contributions ($138,214)
- cash contributions from employers ($138,214)
- total income ($136,187)
- average account balance ($19,234)
- contract administrator fees ($12,946)
- total administrative expenses ($12,946)
- average employer+participant cash contribution per active participant ($5,050)
- average participant cash contribution per active participant ($4,278)
- average employer cash contribution per active participant ($772.10)
- total administrative expense per participant ($59.11)
- total noninterest-bearing cash ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of interest in registered investment companies (e.g., mutual funds) ($0.0K)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$1,123)
- net income (-$245,902)
- earnings on investments (-$785,450)
- net earnings on investments (-$785,450)
- percentage of active participants (81.7%)
- diversity of asset types (10.3%)
- total administrative expense ratio (0.310%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- growth in total assets during the plan year (-5.5%)
- yield on beginning-of-plan-year total assets (-17.62%)
- active participants (179)
- living participants (219)
- retired or separated participants receiving benefits (40)
- total participants (219)