Retirement plan

JET-TECH, INC. 401(K) PROFIT SHARING PLAN

Name: JET-TECH, INC. - JET-TECH, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: JET-TECH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JET-TECH, INC. 401(K) PROFIT SHARING PLAN, JET-TECH, INC.

JET-TECH, INC.EIN 04-3333708Plan #001PY 2015

52 ALLEY STREET - LYNN, MA 01902781-599-8685

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$646K

No prior year

Total participants

No prior year

Average account balance

$23,917

No prior year

Annual return

-1.81%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.96M

Not enough data

1 years with asset history on file

Average account balance

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

$309K

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.

138.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

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

+10.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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 codes2D2E2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$301 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.212%

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

$23,917

$54,380-56.0%

$68,509-65.1%

$59,633-59.9%

Participation rate

100.0%

70.2%+29.8pp

74.7%+25.3pp

68.7%+31.3pp

Annual return

-1.81%

2.83%-4.6pp

8.27%-10.1pp

2041.45%-2043.3pp

Employer contribution / active EE

$5,845

$1,539+279.9%

$2,278+156.6%

$2,203+165.4%

Participant deferral / active EE

$1,265

$2,643-52.1%

$3,382-62.6%

$3,192-60.4%

Admin fee / account holder

$290

$3,885-92.5%

$5,275-94.5%

$4,297-93.3%

JET-TECH, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JET-TECH, INC. 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