Retirement plan

HUDSON QUARRY CORP. 401(K) PROFIT SHARING PLAN

Name: HUDSON QUARRY CORPORATION - HUDSON QUARRY CORP. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: HUDSON QUARRY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUDSON QUARRY CORP. 401(K) PROFIT SHARING PLAN, HUDSON QUARRY CORPORATION

HUDSON QUARRY CORPORATIONEIN 02-0438853Plan #001PY 2016

P.O. BOX 151 - SANFORD, ME 04073207-324-3250hudson-quarry.comLinkedIn11-50 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$706K

+12.6% from 2015

Total participants

0.0% from 2015

Average account balance

$141,281

+12.6% from 2015

Annual return

4.95%

+2.18 pp from 2015

Benchmarks

See 2,108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,108 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+18.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8846

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$50

$17 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.007%

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

$141,281

$132,310+6.8%

$105,754+33.6%

$273,972-48.4%

Participation rate

100.0%

83.2%+16.8pp

78.9%+21.1pp

83.0%+17.0pp

Annual return

4.95%

10.08%-5.1pp

12.25%-7.3pp

41.46%-36.5pp

Employer contribution / active EE

$11,741

$4,867+141.3%

$4,079+187.9%

$4,869+141.2%

Participant deferral / active EE

$4,261

$6,233-31.6%

$5,326-20.0%

$5,287-19.4%

Admin fee / account holder

$10

$12,036-99.9%

$8,309-99.9%

$10,133-99.9%

HUDSON QUARRY CORP. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUDSON QUARRY CORP. 401(K) PROFIT SHARING PLAN

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