Retirement plan

HINES & ZAFFARESE LANDSCAPING 401(K) PLAN

Name: HINES & ZAFFARESE LANDSCAPING, INC. - HINES & ZAFFARESE LANDSCAPING 401(K) PLAN (2019) Form 5500
Creator: HINES & ZAFFARESE LANDSCAPING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HINES & ZAFFARESE LANDSCAPING 401(K) PLAN, HINES & ZAFFARESE LANDSCAPING, INC.

HINES & ZAFFARESE LANDSCAPING, INC.EIN 11-3539680Plan #001PY 2019

150 BROADWAY - NEW HYDE PARK, NY 110405301516-747-3095LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$78K

+109.9% from 2018

Total participants

+27.3% from 2018

Average account balance

$38,894

+109.9% from 2018

Annual return

7.36%

+7.36 pp from 2018

Benchmarks

See 51 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Cohort51 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$405K

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

9.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+29.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$667

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 codes2E2J2G3D

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.

Expense breakdown

Schedule H Part II

Admin total

$148

Other / not subdivided$148100.0%

% of EOY assets

0.190%

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

$38,894

$69,337-43.9%

$84,628-54.0%

Participation rate

0.0%

59.9%-59.9pp

68.2%-68.2pp

Annual return

7.36%

20.76%-13.4pp

258.80%-251.4pp

Employer contribution / active EE

$2,334-100.0%

$2,653-100.0%

Participant deferral / active EE

$3,055-100.0%

$3,900-100.0%

Admin fee / account holder

$74

$6,559-98.9%

$4,914-98.5%

HINES & ZAFFARESE LANDSCAPING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HINES & ZAFFARESE LANDSCAPING 401(K) 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