Retirement plan

METZ-WOOD HARDER, INC. 401(K) PROFIT SHARING PLAN

Name: METZ-WOOD HARDER, INC. - METZ-WOOD HARDER, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: METZ-WOOD HARDER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, METZ-WOOD HARDER, INC. 401(K) PROFIT SHARING PLAN, METZ-WOOD HARDER, INC.

METZ-WOOD HARDER, INC.EIN 14-1436245Plan #001PY 2017

PO BOX 8 - CHATHAM, NY 12037518-392-5161LinkedIn11-50 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.7M

+21.5% from 2016

Total participants

-100.0% from 2016

Average account balance

-100.0% from 2016

Annual return

13.90%

+5.93 pp from 2016

Benchmarks

See 141 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Cohort141 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.38M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$540K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2247

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

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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 codes2E2G2J2T3D

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.
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.

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

$266,879-100.0%

$149,718-100.0%

Participation rate

0.0%

82.4%-82.4pp

87.1%-87.1pp

Annual return

13.90%

8.05%+5.9pp

1501.63%-1487.7pp

Employer contribution / active EE

$3,117-100.0%

$5,445-100.0%

Participant deferral / active EE

$4,642-100.0%

$6,569-100.0%

Admin fee / account holder

$11,107-100.0%

$11,283-100.0%

METZ-WOOD HARDER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

METZ-WOOD HARDER, INC. 401(K) PROFIT SHARING 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