Department of Labor filing

PAT KULETO REST. & AFFILIATES

PAT KULETO REST. & AFFILIATES 401(K) RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2022

Public filing 2022 · received Nov 16, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

Not reported

Reported employer contributions per active participant.

#People in the filing

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$114 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 33% of comparable plans

↗Investment performance

Not available

Plan assets changed -16.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2022—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $492 · based on 97 comparable plans

Lower reported administrative expense33rd percentileTypical peer $65 · based on 110 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, PAT KULETO REST. & AFFILIATES reported Not reported in employer contributions across the plan and 94 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: Not reported
Participant contributions: $206,554
Other contributions: $73,557
Employer share of reported contributions: Not reported
Beginning assets: $5,217,662
Ending assets: $4,348,808
Ending net assets: $4,348,808
Ending liabilities: $0
Total income: -$672,814
Total expenses: $196,040
Administrative expenses: $19,298
Participant loans: $2,025

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

Not reported

Plan-paid administrative expenses per participant

2022

$114

Active participants

2022

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	Not reported	94	4.3M	20231116133257NAL0009534000001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 680232481-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1999
Industry: Accommodation and food services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO	2022	Not reported	unknown
ALPS DISTRIBUTORS, INC.	2022	Not reported	unknown
AMERICAN FUNDS DISTRIBUTORS, INC.	2022	Not reported	unknown
BLACKROCK INVESTMENTS, INC.	2022	Not reported	unknown
COLUMBIA	2022	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2022	Not reported	unknown
FRED ALGER & COMPANY, INCORPORATED	2022	Not reported	unknown
GOLDMAN SACHS	2022	Not reported	unknown
INVESCO	2022	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2022	Not reported	unknown
LEGG MASON INVESTOR SERVICES, LLC	2022	Not reported	unknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.	2022	Not reported	unknown
VANGUARD	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20231116133257NAL0009534000001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗