Retirement plan

J. J. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN

Name: J. J. SULLIVAN, INC. - J. J. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: J. J. SULLIVAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. J. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN, J. J. SULLIVAN, INC.

J. J. SULLIVAN, INC.EIN 06-0645723Plan #004PY 2020

229 RIVER STREET - GUILFORD, CT 06437203-453-2781jjsullivaninc.comLinkedIn11-50 employeesretail

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.2M

+21.7% from 2019

Total participants

+5.9% from 2019

Average account balance

$290,644

+14.9% from 2019

Annual return

16.21%

-7.10 pp from 2019

Benchmarks

See 7,946 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,946 peers

Snapshot2020

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

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$9.14M

Not enough data

1 years with asset history on file

Average account balance

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

$398K

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.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

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

+14.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3542

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.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

1 tripped

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

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$290,644

$121,625+139.0%

$104,607+177.8%

$158,922+82.9%

Participation rate

100.0%

77.5%+22.5pp

74.1%+25.9pp

82.0%+18.0pp

Annual return

16.21%

465.26%-449.0pp

340.46%-324.3pp

302.83%-286.6pp

Employer contribution / active EE

$9,418

$3,163+197.8%

$2,681+251.3%

$4,761+97.8%

Participant deferral / active EE

$7,400

$4,177+77.1%

$3,740+97.9%

$5,982+23.7%

Admin fee / account holder

$7,787-100.0%

$6,473-100.0%

$11,246-100.0%

J. J. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. J. SULLIVAN, INC. 401(K) 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