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 (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$886K

+18.3% from 2016

Total participants

0.0% from 2016

Average account balance

$110,766

+18.3% from 2016

Annual return

13.11%

+6.06 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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 codes2J2E

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.

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

$110,766

$144,130-23.1%

$117,860-6.0%

$147,585-24.9%

Participation rate

80.0%

83.4%-3.4pp

79.7%+0.3pp

82.8%-2.8pp

Annual return

13.11%

531.20%-518.1pp

335.10%-322.0pp

578.58%-565.5pp

Employer contribution / active EE

$1,354

$4,897-72.3%

$3,786-64.2%

$4,876-72.2%

Participant deferral / active EE

$6,432

$5,316+21.0%

$4,482+43.5%

$5,439+18.3%

Admin fee / account holder

$10,887-100.0%

$8,021-100.0%

$10,886-100.0%

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