Retirement plan

MESSNER FLOORING 401K SAVINGS PLAN

Name: BJ MESSNER CO., INC./DBA MESSNER FLOORING - MESSNER FLOORING 401K SAVINGS PLAN (2020) Form 5500
Creator: BJ MESSNER CO., INC./DBA MESSNER FLOORING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MESSNER FLOORING 401K SAVINGS PLAN, BJ MESSNER CO., INC./DBA MESSNER FLOORING

BJ MESSNER CO., INC./DBA MESSNER FLOORINGEIN 16-0878051Plan #001PY 2020

1344 UNIVERSITY AVENUE - ROCHESTER, NY 14607585-271-5670

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+41.6% from 2019

Total participants

+6.3% from 2019

Average account balance

$78,348

+51.1% from 2019

Annual return

22.25%

+22.25 pp from 2019

Benchmarks

See 18,882 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,882 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35990

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$209 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.302%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,348

$112,881-30.6%

$90,951-13.9%

$158,922-50.7%

Participation rate

88.2%

74.7%+13.5pp

69.0%+19.2pp

82.0%+6.3pp

Annual return

22.25%

215.79%-193.5pp

134.60%-112.3pp

302.83%-280.6pp

Employer contribution / active EE

$3,055

$2,893+5.6%

$2,122+44.0%

$4,761-35.8%

Participant deferral / active EE

$6,592

$4,128+59.7%

$3,373+95.4%

$5,982+10.2%

Admin fee / account holder

$237

$8,041-97.1%

$5,959-96.0%

$11,246-97.9%

MESSNER FLOORING 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MESSNER FLOORING 401K SAVINGS 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