Retirement plan

ALL AMERICAN PLUMBING & HEATING 401(K)PLAN

Name: ALL AMERICAN PLUMBING & HEATING IN - ALL AMERICAN PLUMBING & HEATING 401(K)PLAN (2020) Form 5500
Creator: ALL AMERICAN PLUMBING & HEATING IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL AMERICAN PLUMBING & HEATING 401(K)PLAN, ALL AMERICAN PLUMBING & HEATING IN

ALL AMERICAN PLUMBING & HEATING INEIN 20-0161180Plan #001PY 2020

709 4TH ST E - HORACE, ND 58047701-356-5325

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$296K

+96.3% from 2019

Total participants

0.0% from 2019

Average account balance

$18,473

+71.8% from 2019

Annual return

25.96%

-7.15 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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)

$65K

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

$177K

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

+15.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9632

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 codes2E2F2G2J2T

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).
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$98 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.729%

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

$18,473

$115,796-84.0%

$101,264-81.8%

$158,950-88.4%

Participation rate

72.7%

79.4%-6.6pp

75.8%-3.1pp

82.0%-9.2pp

Annual return

25.96%

56.15%-30.2pp

46.48%-20.5pp

302.91%-277.0pp

Employer contribution / active EE

$1,626

$4,175-61.1%

$3,660-55.6%

$4,762-65.9%

Participant deferral / active EE

$3,189

$4,958-35.7%

$4,370-27.0%

$5,983-46.7%

Admin fee / account holder

$135

$7,247-98.1%

$5,947-97.7%

$11,248-98.8%

ALL AMERICAN PLUMBING & HEATING 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL AMERICAN PLUMBING & HEATING 401(K)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