Retirement plan

GULLO'S GARDEN CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: GULLO'S GARDEN CENTER LLC - GULLO'S GARDEN CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: GULLO'S GARDEN CENTER LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GULLO'S GARDEN CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST, GULLO'S GARDEN CENTER LLC

GULLO'S GARDEN CENTER LLCEIN 01-0585185Plan #001PY 2017

4746 SOUTHWESTERN BLVD. - HAMBURG, NY 14075716-646-6111gullosgc.comLinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$93K

No prior year

Total participants

No prior year

Average account balance

$2,809

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$270K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+6.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1269

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 codes2E2F2G2J3D

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$649

$19 / participant

Other / not subdivided$649100.0%

% of EOY assets

0.700%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$2,809

$54,541-94.9%

$78,778-96.4%

$70,126-96.0%

Participation rate

97.1%

60.8%+36.3pp

69.2%+27.9pp

69.5%+27.5pp

Annual return

0.00%

21.07%-21.1pp

35.62%-35.6pp

73.15%-73.1pp

Employer contribution / active EE

$655

$1,089-39.8%

$1,986-67.0%

$2,343-72.0%

Participant deferral / active EE

$2,001

$2,210-9.5%

$2,958-32.4%

$3,332-39.9%

Admin fee / account holder

$20

$3,709-99.5%

$5,134-99.6%

$4,645-99.6%

GULLO'S GARDEN CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GULLO'S GARDEN CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion