Retirement plan

E.H.R. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: E.H.R. ENTERPRISES, INC. - E.H.R. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: E.H.R. ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E.H.R. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, E.H.R. ENTERPRISES, INC.

E.H.R. ENTERPRISES, INC.EIN 14-1796477Plan #001PY 2016

2 SEDGEWICK RD - POUGHKEEPSIE, NY 126036300845-452-8686

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$235K

+27.4% from 2015

Total participants

0.0% from 2015

Average account balance

$78,244

+27.4% from 2015

Annual return

6.30%

+8.56 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+11.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14130

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$78,244

$83,337-6.1%

$67,834+15.3%

$273,972-71.4%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

6.30%

259.45%-253.1pp

138.47%-132.2pp

41.46%-35.2pp

Employer contribution / active EE

$9,824

$3,287+198.8%

$2,403+308.7%

$4,869+101.8%

Participant deferral / active EE

$9,612

$4,088+135.1%

$3,160+204.2%

$5,287+81.8%

Admin fee / account holder

$6,752-100.0%

$4,622-100.0%

$10,133-100.0%

E.H.R. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

E.H.R. ENTERPRISES, 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