Retirement plan

SPRINGFIELD PLUMBING SUPPLY CO., INC. 401(K) PLAN AND TRUST

Name: SPRINGFIELD PLUMBING SUPPLY CO., INC. - SPRINGFIELD PLUMBING SUPPLY CO., INC. 401(K) PLAN AND TRUST (2015) Form 5500
Creator: SPRINGFIELD PLUMBING SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPRINGFIELD PLUMBING SUPPLY CO., INC. 401(K) PLAN AND TRUST, SPRINGFIELD PLUMBING SUPPLY CO., INC.

SPRINGFIELD PLUMBING SUPPLY CO., INC.EIN 04-2534739Plan #001PY 2015

P.O. BOX 90665 - SPRINGFIELD, MA 01139413-736-5484springfieldplumbing.comLinkedIn1-10 employeeswholesale

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$842K

No prior year

Total participants

No prior year

Average account balance

$64,732

No prior year

Annual return

-2.20%

No prior year

Benchmarks

See 30,165 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,165 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+17.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8604

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$246 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.292%

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

$64,732

$87,542-26.1%

$75,782-14.6%

$125,393-48.4%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-2.20%

13.48%-15.7pp

9.68%-11.9pp

282.23%-284.4pp

Employer contribution / active EE

$1,693

$3,930-56.9%

$3,323-49.0%

$4,866-65.2%

Participant deferral / active EE

$530

$4,229-87.5%

$3,652-85.5%

$5,351-90.1%

Admin fee / account holder

$189

$6,502-97.1%

$5,300-96.4%

$9,541-98.0%

SPRINGFIELD PLUMBING SUPPLY CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPRINGFIELD PLUMBING SUPPLY CO., INC. 401(K) 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