Retirement plan

PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST

Name: PSH CORP. - PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: PSH CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST, PSH CORP.

PSH CORP.EIN 14-1787487Plan #001PY 2022

142 ROUTE 17K, PO BOX 2758 - NEWBURGH, NY 125500949845-564-3000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-8.8% from 2021

Total participants

0.0% from 2021

Average account balance

$113,736

-12.5% from 2021

Annual return

-13.96%

-25.67 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.04M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

76.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2689

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$27K

$1410 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.942%

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

$113,736

$95,915+18.6%

$79,580+42.9%

$134,532-15.5%

Participation rate

73.7%

75.0%-1.4pp

69.5%+4.2pp

81.2%-7.5pp

Annual return

-13.96%

-2.71%-11.2pp

0.15%-14.1pp

418.27%-432.2pp

Employer contribution / active EE

$2,300

$3,129-26.5%

$2,413-4.7%

$4,741-51.5%

Participant deferral / active EE

$6,397

$4,693+36.3%

$3,985+60.5%

$6,401-0.1%

Admin fee / account holder

$1,072

$9,132-88.3%

$6,835-84.3%

$11,429-90.6%

PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PSH CORP. D/B/A JOHN HERBERT COMPANY 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