Retirement plan

W B MARDEN CO 401K PROFIT SHARING PLAN

Name: W B MARDEN CO - W B MARDEN CO 401K PROFIT SHARING PLAN (2021) Form 5500
Creator: W B MARDEN CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W B MARDEN CO 401K PROFIT SHARING PLAN, W B MARDEN CO

W B MARDEN COEIN 04-2809712Plan #001PY 2021

2 MILK STREET - NANTUCKET, MA 02554508-228-0223LinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$566K

+27.8% from 2020

Total participants

0.0% from 2020

Average account balance

$94,314

+27.8% from 2020

Annual return

11.45%

-7.16 pp from 2020

Benchmarks

See 44,711 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,711 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$880K

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+15.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1424

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

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

$94,314

$124,314-24.1%

$109,163-13.6%

$167,518-43.7%

Participation rate

100.0%

79.4%+20.6pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

11.45%

26.04%-14.6pp

25.75%-14.3pp

478.71%-467.3pp

Employer contribution / active EE

$2,829

$4,209-32.8%

$3,723-24.0%

$4,838-41.5%

Participant deferral / active EE

$9,250

$5,256+76.0%

$4,654+98.8%

$6,342+45.9%

Admin fee / account holder

$7,973-100.0%

$6,754-100.0%

$12,312-100.0%

W B MARDEN CO 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

W B MARDEN CO 401K PROFIT SHARING 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