Retirement plan

P.J. EXTERIORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PJ EXTERIORS, INC. - P.J. EXTERIORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: PJ EXTERIORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P.J. EXTERIORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, PJ EXTERIORS, INC.

PJ EXTERIORS, INC.EIN 14-1596727Plan #001PY 2024

1589 RT 376 - WAPPINGERS FALLS, NY 125906139845-463-2220

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$644K

+21.3% from 2023

Total participants

0.0% from 2023

Average account balance

$107,369

+61.8% from 2023

Annual return

17.04%

+9.87 pp from 2023

Benchmarks

See 54,761 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,761 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$644K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$195 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.272%

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

$107,369

$110,410-2.8%

$102,437+4.8%

$145,897-26.4%

Participation rate

66.7%

77.9%-11.3pp

74.5%-7.8pp

80.3%-13.6pp

Annual return

17.04%

24.85%-7.8pp

24.95%-7.9pp

552.29%-535.2pp

Employer contribution / active EE

$4,217-100.0%

$3,871-100.0%

$4,663-100.0%

Participant deferral / active EE

$2,694

$5,622-52.1%

$5,060-46.8%

$6,689-59.7%

Admin fee / account holder

$292

$9,745-97.0%

$8,388-96.5%

$13,390-97.8%

P.J. EXTERIORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

P.J. EXTERIORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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