Retirement plan

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

Name: WINDWARD DEVELOPMENT, INC. - WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN (2021) 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 2021

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.3M

+18.4% from 2020

Total participants

+25.0% from 2020

Average account balance

$1,050,689

-5.3% from 2020

Annual return

14.69%

+4.38 pp from 2020

Benchmarks

See 44,693 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,693 peers

Snapshot2021

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

$1,050,689

$124,351+744.9%

$109,188+862.3%

$167,553+527.1%

Participation rate

100.0%

79.4%+20.6pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

14.69%

26.04%-11.4pp

25.76%-11.1pp

478.89%-464.2pp

Employer contribution / active EE

$25,598

$4,210+508.1%

$3,723+587.6%

$4,840+428.9%

Participant deferral / active EE

$15,443

$5,257+193.8%

$4,654+231.8%

$6,343+143.5%

Admin fee / account holder

$7,975-100.0%

$6,755-100.0%

$12,316-100.0%

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