Retirement plan

WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

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

WINDWARD DEVELOPMENT, INC.EIN 06-1277256Plan #002PY 2020

103 WOODS END ROAD - NEW CANAAN, CT 06840203-966-7504

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+13.7% from 2019

Total participants

0.0% from 2019

Average account balance

$1,109,390

+13.7% from 2019

Annual return

10.31%

-5.29 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.96M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+13.18%

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 codes2E2J3D

Plan features

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.
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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,109,390

$115,814+857.9%

$101,275+995.4%

$158,982+597.8%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

10.31%

56.16%-45.8pp

46.48%-36.2pp

302.99%-292.7pp

Employer contribution / active EE

$27,342

$4,176+554.8%

$3,660+647.0%

$4,763+474.1%

Participant deferral / active EE

$17,333

$4,958+249.6%

$4,371+296.6%

$5,983+189.7%

Admin fee / account holder

$7,249-100.0%

$5,948-100.0%

$11,252-100.0%

WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WINDWARD DEVELOPMENT, 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