Retirement plan

F.J. NEIL & INTER-MARES TRADING CO., PROFIT SHARING & 401(K) PLAN

Name: F.J. NEIL CO., INC. - F.J. NEIL & INTER-MARES TRADING CO., PROFIT SHARING & 401(K) PLAN (2017) Form 5500
Creator: F.J. NEIL CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, F.J. NEIL & INTER-MARES TRADING CO., PROFIT SHARING & 401(K) PLAN, F.J. NEIL CO., INC.

F.J. NEIL CO., INC.EIN 13-5671284Plan #002PY 2017

P.O. BOX 617 - LINDENHURST, NY 11757631-957-3467LinkedIn1-10 employeesconsumer goods

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$8.6M

+26.5% from 2016

Total participants

0.0% from 2016

Average account balance

$1,224,497

+26.5% from 2016

Annual return

23.40%

+16.86 pp from 2016

Benchmarks

See 22,204 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,204 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.81M

Not enough data

1 years with asset history on file

Average account balance

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

$2.1M

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4892

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 10-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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,224,497

$144,119+749.6%

$117,854+939.0%

$147,584+729.7%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

23.40%

531.15%-507.7pp

335.08%-311.7pp

578.55%-555.1pp

Employer contribution / active EE

$21,287

$4,896+334.7%

$3,786+462.3%

$4,876+336.5%

Participant deferral / active EE

$8,618

$5,316+62.1%

$4,482+92.3%

$5,439+58.5%

Admin fee / account holder

$10,886-100.0%

$8,020-100.0%

$10,885-100.0%

F.J. NEIL & INTER-MARES TRADING CO., PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

F.J. NEIL & INTER-MARES TRADING CO., PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion