Retirement plan

BILL GALATI POOLS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: BILL GALATI POOLS, INC. - BILL GALATI POOLS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: BILL GALATI POOLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL GALATI POOLS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, BILL GALATI POOLS, INC.

BILL GALATI POOLS, INC.EIN 14-1469118Plan #001PY 2015

206 S PLANK RD - NEWBURGH, NY 125502571845-564-0555

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$663K

No prior year

Total participants

No prior year

Average account balance

$82,932

No prior year

Annual return

-6.16%

No prior year

Benchmarks

See 18,781 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,781 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+18.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$82,932

$113,935-27.2%

$94,224-12.0%

$125,393-33.9%

Participation rate

83.3%

82.9%+0.4pp

78.8%+4.6pp

83.2%+0.1pp

Annual return

-6.16%

5.29%-11.4pp

10.68%-16.8pp

282.23%-288.4pp

Employer contribution / active EE

$987

$4,727-79.1%

$3,587-72.5%

$4,866-79.7%

Participant deferral / active EE

$2,381

$5,179-54.0%

$4,320-44.9%

$5,351-55.5%

Admin fee / account holder

$8,391-100.0%

$6,269-100.0%

$9,541-100.0%

BILL GALATI POOLS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BILL GALATI POOLS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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