Retirement plan

HANTSCH ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: HANTSCH ELECTRIC, INC. - HANTSCH ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: HANTSCH ELECTRIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HANTSCH ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST, HANTSCH ELECTRIC, INC.

HANTSCH ELECTRIC, INC.EIN 06-1042475Plan #001PY 2017

48 HUT HILL ROAD - BRIDGEWATER, CT 06752860-354-0148hantschelectric.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$431K

+30.1% from 2016

Total participants

+72.7% from 2016

Average account balance

$28,745

-4.6% from 2016

Annual return

17.58%

+12.29 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$922K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

52.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5525

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 codes2E2J2F2G3D2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$170 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.593%

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

$28,745

$106,008-72.9%

$92,240-68.8%

$147,586-80.5%

Participation rate

73.3%

80.4%-7.1pp

76.5%-3.1pp

82.8%-9.5pp

Annual return

17.58%

50.05%-32.5pp

176.29%-158.7pp

578.59%-561.0pp

Employer contribution / active EE

$4,333-100.0%

$3,680-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,759

$4,478-38.4%

$3,897-29.2%

$5,439-49.3%

Admin fee / account holder

$170

$6,333-97.3%

$5,194-96.7%

$10,886-98.4%

HANTSCH ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HANTSCH ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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