Retirement plan

FJC PLUMBING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: FJC PLUMBING, INC. - FJC PLUMBING, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: FJC PLUMBING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FJC PLUMBING, INC. 401(K) PROFIT SHARING PLAN AND TRUST, FJC PLUMBING, INC.

FJC PLUMBING, INC.EIN 11-3379907Plan #002PY 2024

3002 BLUEPOINT COURT - WANTAGH, NY 11793516-641-3438

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$205K

-29.7% from 2023

Total participants

0.0% from 2023

Average account balance

$204,850

-29.7% from 2023

Annual return

-29.69%

-66.81 pp from 2023

Benchmarks

See 54,761 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,761 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$205K

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-29.69%

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$204,850

$110,410+85.5%

$102,437+100.0%

$145,897+40.4%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

-29.69%

24.85%-54.5pp

24.95%-54.6pp

552.29%-582.0pp

Employer contribution / active EE

$4,217-100.0%

$3,871-100.0%

$4,663-100.0%

Participant deferral / active EE

$5,622-100.0%

$5,060-100.0%

$6,689-100.0%

Admin fee / account holder

$9,745-100.0%

$8,388-100.0%

$13,390-100.0%

FJC PLUMBING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FJC PLUMBING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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