Retirement plan

RELIABLE OIL & HEAT CO., INC. PROFIT SHARING PLAN

Name: RELIABLE OIL & HEAT CO., INC. - RELIABLE OIL & HEAT CO., INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: RELIABLE OIL & HEAT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RELIABLE OIL & HEAT CO., INC. PROFIT SHARING PLAN, RELIABLE OIL & HEAT CO., INC.

RELIABLE OIL & HEAT CO., INC.EIN 06-0546680Plan #001PY 2016

351 COURTLAND AVENUE - GLENBROOK, CT 069062201203-324-2141reliableoilandheat.comLinkedIn11-50 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+5.9% from 2015

Total participants

-6.3% from 2015

Average account balance

$93,796

+5.9% from 2015

Annual return

5.02%

+6.48 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

$93,796

$105,623-11.2%

$87,502+7.2%

$273,972-65.8%

Participation rate

70.0%

78.2%-8.2pp

73.8%-3.8pp

83.0%-13.0pp

Annual return

5.02%

12.26%-7.2pp

12.21%-7.2pp

41.46%-36.4pp

Employer contribution / active EE

$3,141-100.0%

$2,550-100.0%

$4,869-100.0%

Participant deferral / active EE

$984

$3,601-72.7%

$3,149-68.7%

$5,287-81.4%

Admin fee / account holder

$4,781-100.0%

$4,221-100.0%

$10,133-100.0%

RELIABLE OIL & HEAT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RELIABLE OIL & HEAT CO., INC. 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