Retirement plan

PECONIC PROPANE, INC. PROFIT SHARING PLAN

Name: PECONIC PROPANE, INC. - PECONIC PROPANE, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: PECONIC PROPANE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PECONIC PROPANE, INC. PROFIT SHARING PLAN, PECONIC PROPANE, INC.

PECONIC PROPANE, INC.EIN 11-3249593Plan #001PY 2025

P.O. BOX 607 - CALVERTON, NY 119330607631-369-4299

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

+11.6% from 2024

Total participants

-2.9% from 2024

Average account balance

$159,439

+14.9% from 2024

Annual return

13.47%

+6.88 pp from 2024

Benchmarks

See 1,645 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,645 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.42M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

117.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$393K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15815

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 codes2E2F2J3D2T

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).
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$538K

$18542 / participant

Other / not subdivided$538K100.0%

% of EOY assets

9.919%

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

$159,439

$63,354+151.7%

$94,105+69.4%

$82,637+92.9%

Participation rate

100.0%

63.8%+36.2pp

71.9%+28.1pp

68.1%+31.9pp

Annual return

13.47%

34.36%-20.9pp

204.55%-191.1pp

53.51%-40.0pp

Employer contribution / active EE

$11,913

$1,760+577.0%

$2,504+375.7%

$2,552+366.8%

Participant deferral / active EE

$1,631

$2,873-43.2%

$3,881-58.0%

$4,126-60.5%

Admin fee / account holder

$15,815

$5,073+211.8%

$6,199+155.1%

$7,339+115.5%

PECONIC PROPANE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PECONIC PROPANE, INC. PROFIT SHARING PLAN

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