Retirement plan

SDR PLUMBING & HEATING, INC. PROFIT SHARING PENSION PLAN

Name: SDR PLUMBING & HEATING, INC. - SDR PLUMBING & HEATING, INC. PROFIT SHARING PENSION PLAN (2018) Form 5500
Creator: SDR PLUMBING & HEATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDR PLUMBING & HEATING, INC. PROFIT SHARING PENSION PLAN, SDR PLUMBING & HEATING, INC.

SDR PLUMBING & HEATING, INC.EIN 06-1571814Plan #001PY 2018

P.O. BOX 235 - RIVERSIDE, CT 068780235203-348-2295sdrplumbing.comLinkedIn1-10 employeestelecommunications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+3.2% from 2017

Total participants

0.0% from 2017

Average account balance

$101,863

-15.5% from 2017

Annual return

-4.08%

-19.11 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.72M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.72%

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 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

0 tripped

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

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

$101,863

$90,606+12.4%

$79,466+28.2%

$135,379-24.8%

Participation rate

80.0%

76.0%+4.0pp

73.3%+6.7pp

82.6%-2.6pp

Annual return

-4.08%

977.69%-981.8pp

718.28%-722.4pp

519.79%-523.9pp

Employer contribution / active EE

$2,458

$3,068-19.9%

$2,800-12.2%

$4,779-48.6%

Participant deferral / active EE

$5,482

$4,050+35.4%

$3,704+48.0%

$5,609-2.3%

Admin fee / account holder

$5,895-100.0%

$5,104-100.0%

$10,828-100.0%

SDR PLUMBING & HEATING, INC. PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SDR PLUMBING & HEATING, INC. PROFIT SHARING PENSION 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