Retirement plan

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

Name: CALLAHAN & NANNINI QUARRY, INC. - CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: CALLAHAN & NANNINI QUARRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN, CALLAHAN & NANNINI QUARRY, INC.

CALLAHAN & NANNINI QUARRY, INC.EIN 14-1652834Plan #001PY 2015

276 CLOVE ROAD - SALISBURY MILLS, NY 12577845-562-0640

Other plans on this EIN

1 filing

#002Retirement-$385K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

No prior year

Total participants

No prior year

Average account balance

$117,513

No prior year

Annual return

-0.31%

No prior year

Benchmarks

See 850 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.46M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$351K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

-2.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16800

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 codes2E2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$627

$21 / participant

Other / not subdivided$627100.0%

% of EOY assets

0.018%

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

$117,513

$59,332+98.1%

$90,223+30.2%

$59,633+97.1%

Participation rate

100.0%

71.9%+28.1pp

79.0%+21.0pp

68.7%+31.3pp

Annual return

-0.31%

3.25%-3.6pp

1.31%-1.6pp

2041.40%-2041.7pp

Employer contribution / active EE

$7,329

$3,031+141.8%

$4,378+67.4%

$2,203+232.7%

Participant deferral / active EE

$2,000

$4,369-54.2%

$5,792-65.5%

$3,192-37.3%

Admin fee / account holder

$21

$5,032-99.6%

$7,406-99.7%

$4,297-99.5%

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

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