Retirement plan

W.G. ELLERKAMP 401(K) PLAN

Name: W.G. ELLERKAMP, INC. - W.G. ELLERKAMP 401(K) PLAN (2023) Form 5500
Creator: W.G. ELLERKAMP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W.G. ELLERKAMP 401(K) PLAN, W.G. ELLERKAMP, INC.

W.G. ELLERKAMP, INC.EIN 02-0470486Plan #001PY 2023

49 VOSE FARM ROAD, SUITE 210 - PETERBOROUGH, NH 03458603-924-4000LinkedIn1-10 employeescomputer software

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+20.7% from 2022

Total participants

0.0% from 2022

Average account balance

$284,991

+20.7% from 2022

Annual return

16.18%

+34.18 pp from 2022

Benchmarks

See 23,814 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,814 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$491K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+5.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17178

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 codes2E2F2J2T3D

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).
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

1 tripped

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

$284,991

$154,193+84.8%

$130,045+119.1%

$139,466+104.3%

Participation rate

80.0%

82.0%-2.0pp

78.5%+1.5pp

80.3%-0.3pp

Annual return

16.18%

32.51%-16.3pp

-137.30%+153.5pp

373.66%-357.5pp

Employer contribution / active EE

$3,870

$5,292-26.9%

$4,321-10.5%

$4,754-18.6%

Participant deferral / active EE

$4,643

$6,709-30.8%

$5,820-20.2%

$6,712-30.8%

Admin fee / account holder

$13,989-100.0%

$10,600-100.0%

$11,409-100.0%

W.G. ELLERKAMP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

W.G. ELLERKAMP 401(K) 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