Retirement plan

WAGNER MASONRY 401(K) PROFIT SHARING PLAN AND TRUST

Name: CHRIS WAGNER MASON CONTRACTOR - WAGNER MASONRY 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: CHRIS WAGNER MASON CONTRACTOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAGNER MASONRY 401(K) PROFIT SHARING PLAN AND TRUST, CHRIS WAGNER MASON CONTRACTOR

CHRIS WAGNER MASON CONTRACTOREIN 14-1712016Plan #001PY 2018

504 SKIPPERENE ROAD - NARROWSBURGH, NY 12764845-252-7425

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$96K

+77.5% from 2017

Total participants

0.0% from 2017

Average account balance

$15,918

+77.5% from 2017

Annual return

1.13%

+0.98 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$593K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2J

Plan features

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

$15,918

$97,761-83.7%

$83,850-81.0%

$135,382-88.2%

Participation rate

83.3%

80.0%+3.4pp

76.1%+7.2pp

82.6%+0.7pp

Annual return

1.13%

1287.44%-1286.3pp

850.92%-849.8pp

519.77%-518.6pp

Employer contribution / active EE

$1,578

$4,222-62.6%

$3,631-56.5%

$4,779-67.0%

Participant deferral / active EE

$5,273

$4,682+12.6%

$4,082+29.2%

$5,609-6.0%

Admin fee / account holder

$6,674-100.0%

$5,478-100.0%

$10,829-100.0%

WAGNER MASONRY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WAGNER MASONRY 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