Retirement plan

COLLINS PLUMBING CORP. SAFE HARBOR 401(K) PLAN

Name: COLLINS PLUMBING CORP - COLLINS PLUMBING CORP. SAFE HARBOR 401(K) PLAN (2016) Form 5500
Creator: COLLINS PLUMBING CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLINS PLUMBING CORP. SAFE HARBOR 401(K) PLAN, COLLINS PLUMBING CORP

COLLINS PLUMBING CORPEIN 13-3959974Plan #002PY 2016

3500 HEATHCOTE AVENUE - BRONX, NY 10475718-696-4190

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$436K

+31.8% from 2015

Total participants

0.0% from 2015

Average account balance

$145,391

+31.8% from 2015

Annual return

5.35%

+7.77 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$695K

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

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+9.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1404

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 codes2E2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$90

$30 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.021%

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

$145,391

$99,345+46.3%

$84,753+71.5%

$273,972-46.9%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

5.35%

22.93%-17.6pp

22.78%-17.4pp

41.46%-36.1pp

Employer contribution / active EE

$12,512

$4,214+196.9%

$3,574+250.0%

$4,869+157.0%

Participant deferral / active EE

$16,693

$4,270+291.0%

$3,712+349.7%

$5,287+215.7%

Admin fee / account holder

$30

$6,645-99.5%

$5,333-99.4%

$10,133-99.7%

COLLINS PLUMBING CORP. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLINS PLUMBING CORP. SAFE HARBOR 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