Retirement plan

JANSONS ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Name: JANSONS ASSOCIATES, INC. - JANSONS ASSOCIATES INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JANSONS ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANSONS ASSOCIATES INC. 401(K) PROFIT SHARING PLAN, JANSONS ASSOCIATES, INC.

JANSONS ASSOCIATES, INC.EIN 11-2042871Plan #003PY 2018

130 MOZART STREET - EAST RUTHERFORD, NJ 07073201-438-5455jansonsassociates.comLinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$578K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$267K

+66.5% from 2017

Total participants

+33.3% from 2017

Average account balance

$38,201

+42.7% from 2017

Annual return

5.94%

-5.50 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$671

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 codes2E2G2J2T3D

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.
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.

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

$38,201

$97,732-60.9%

$83,831-54.4%

$135,380-71.8%

Participation rate

87.5%

80.0%+7.5pp

76.1%+11.4pp

82.6%+4.9pp

Annual return

5.94%

1287.56%-1281.6pp

850.99%-845.1pp

519.81%-513.9pp

Employer contribution / active EE

$9,485

$4,222+124.7%

$3,631+161.2%

$4,779+98.5%

Participant deferral / active EE

$2,669

$4,683-43.0%

$4,082-34.6%

$5,609-52.4%

Admin fee / account holder

$6,675-100.0%

$5,479-100.0%

$10,828-100.0%

JANSONS ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JANSONS ASSOCIATES 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