Retirement plan

FERNANDEZ HEATING & MECHANICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST

Name: FERNANDEZ HEATING & MECHANICAL CORP - FERNANDEZ HEATING & MECHANICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: FERNANDEZ HEATING & MECHANICAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FERNANDEZ HEATING & MECHANICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST, FERNANDEZ HEATING & MECHANICAL CORP

FERNANDEZ HEATING & MECHANICAL CORPEIN 11-3525865Plan #001PY 2019

241 -15 BRADDOCK AVE - BELLEROSE, NY 11426646-201-2015LinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$954K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$403K

+57.6% from 2018

Total participants

-8.3% from 2018

Average account balance

$36,633

+71.9% from 2018

Annual return

17.19%

+26.17 pp from 2018

Benchmarks

See 40,744 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,744 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$633K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+9.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23802

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

See the 9-year trajectory. $4.99 for your first month.

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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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$527

$66 / participant

Other / not subdivided$527100.0%

% of EOY assets

0.131%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,633

$107,334-65.9%

$92,893-60.6%

$152,861-76.0%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.4%+17.6pp

Annual return

17.19%

145.58%-128.4pp

109.41%-92.2pp

345.32%-328.1pp

Employer contribution / active EE

$6,014

$4,221+42.5%

$3,653+64.7%

$4,762+26.3%

Participant deferral / active EE

$6,966

$4,845+43.8%

$4,236+64.4%

$5,850+19.1%

Admin fee / account holder

$48

$7,079-99.3%

$5,794-99.2%

$11,596-99.6%

FERNANDEZ HEATING & MECHANICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FERNANDEZ HEATING & MECHANICAL CORP 401(K) PROFIT SHARING PLAN AND TRUST

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