Retirement plan

H.A. GUDEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: H.A. GUDEN COMPANY, INC. - H.A. GUDEN COMPANY, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: H.A. GUDEN COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H.A. GUDEN COMPANY, INC. 401(K) PROFIT SHARING PLAN, H.A. GUDEN COMPANY, INC.

H.A. GUDEN COMPANY, INC.EIN 13-5123610Plan #006PY 2020

99 RAYNOR AVENUE - RONKONKOMA, NY 117796649631-737-2900guden.comLinkedIn11-50 employeeswholesale

Other plans on this EIN

1 filing

#004Retirement-$4.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.9M

+19.2% from 2019

Total participants

+2.9% from 2019

Average account balance

$111,085

+12.4% from 2019

Annual return

12.04%

-6.74 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.30M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5083

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$5K

$213 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.132%

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

$111,085

$162,812-31.8%

$133,971-17.1%

$158,966-30.1%

Participation rate

95.8%

83.2%+12.6pp

79.8%+16.0pp

82.0%+13.9pp

Annual return

12.04%

41.94%-29.9pp

45.09%-33.1pp

302.95%-290.9pp

Employer contribution / active EE

$7,598

$4,976+52.7%

$3,919+93.9%

$4,762+59.5%

Participant deferral / active EE

$2,394

$5,910-59.5%

$5,047-52.6%

$5,983-60.0%

Admin fee / account holder

$146

$11,741-98.8%

$8,929-98.4%

$11,250-98.7%

H.A. GUDEN COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H.A. GUDEN COMPANY, INC. 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