Retirement plan

YORK HILL TRAP ROCK QUARRY CO INC PROFIT SHARING PLAN

Name: YORK HILL TRAP ROCK QUARRY CO INC - YORK HILL TRAP ROCK QUARRY CO INC PROFIT SHARING PLAN (2017) Form 5500
Creator: YORK HILL TRAP ROCK QUARRY CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YORK HILL TRAP ROCK QUARRY CO INC PROFIT SHARING PLAN, YORK HILL TRAP ROCK QUARRY CO INC

YORK HILL TRAP ROCK QUARRY CO INCEIN 06-0598180Plan #002PY 2017

975 WESTFIELD ROAD - MERIDEN, CT 06450203-237-8421

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$9M

+19.0% from 2016

Total participants

0.0% from 2016

Average account balance

$334,497

+19.0% from 2016

Annual return

15.59%

+9.82 pp from 2016

Benchmarks

See 37,233 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,233 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$18.05M

Not enough data

1 years with asset history on file

Average account balance

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

$785K

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.

121.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$441K

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

+13.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$85763

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2T3H2F3D2J

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).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$171 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.046%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$334,497

$105,998+215.6%

$92,233+262.7%

$147,584+126.6%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

15.59%

50.05%-34.5pp

176.28%-160.7pp

578.55%-563.0pp

Employer contribution / active EE

$9,058

$4,333+109.1%

$3,679+146.2%

$4,876+85.8%

Participant deferral / active EE

$1,989

$4,478-55.6%

$3,897-49.0%

$5,439-63.4%

Admin fee / account holder

$152

$6,332-97.6%

$5,194-97.1%

$10,885-98.6%

YORK HILL TRAP ROCK QUARRY CO INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YORK HILL TRAP ROCK QUARRY CO INC 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