Retirement plan

HALCYON CONSTRUCTION CORPORATION 401(K) PROFIT SHARING PLAN

Name: HALCYON CONSTRUCTION CORPORATION - HALCYON CONSTRUCTION CORPORATION 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: HALCYON CONSTRUCTION CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALCYON CONSTRUCTION CORPORATION 401(K) PROFIT SHARING PLAN, HALCYON CONSTRUCTION CORPORATION

HALCYON CONSTRUCTION CORPORATIONEIN 13-2995431Plan #003PY 2020

65 MARBLE AVENUE - PLEASANTVILLE, NY 10570914-741-1112superiorservices.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+28.1% from 2019

Total participants

+16.7% from 2019

Average account balance

$109,114

+2.4% from 2019

Annual return

14.81%

-6.82 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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

$207K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6310

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 codes2E2G2J3D

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

$4K

$241 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.199%

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

$109,114

$115,796-5.8%

$101,264+7.8%

$158,950-31.4%

Participation rate

94.4%

79.4%+15.1pp

75.8%+18.6pp

82.0%+12.5pp

Annual return

14.81%

56.15%-41.3pp

46.48%-31.7pp

302.91%-288.1pp

Employer contribution / active EE

$1,022

$4,175-75.5%

$3,660-72.1%

$4,762-78.5%

Participant deferral / active EE

$11,516

$4,958+132.3%

$4,370+163.5%

$5,983+92.5%

Admin fee / account holder

$217

$7,247-97.0%

$5,947-96.4%

$11,248-98.1%

HALCYON CONSTRUCTION CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALCYON CONSTRUCTION CORPORATION 401(K) 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