Retirement plan

NUTTALL GOLF CARS INC 401(K) PROFIT SHARING PLAN AND TRUST

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

NUTTALL GOLF CARS INCEIN 16-1552910Plan #001PY 2016

P. O. BOX 21, 5543 ROUTE 14 - SODUS, NY 145510021315-483-0760thegolfcartstore.comLinkedIn1-10 employeesmusic

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$615K

No prior year

Total participants

No prior year

Average account balance

$30,766

No prior year

Annual return

6.81%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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 codes2E2F2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

$2K

$166 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.406%

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

$30,766

$90,486-66.0%

$78,676-60.9%

$273,972-88.8%

Participation rate

73.3%

76.5%-3.2pp

73.6%-0.2pp

83.0%-9.7pp

Annual return

6.81%

75.62%-68.8pp

62.19%-55.4pp

41.46%-34.6pp

Employer contribution / active EE

$1,079

$3,175-66.0%

$2,850-62.2%

$4,869-77.8%

Participant deferral / active EE

$2,385

$3,901-38.9%

$3,517-32.2%

$5,287-54.9%

Admin fee / account holder

$125

$5,263-97.6%

$4,510-97.2%

$10,133-98.8%

NUTTALL GOLF CARS INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NUTTALL GOLF CARS INC 401(K) 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