Retirement plan

ROSALES OIL COMPANY INC. 401(K) PLAN

Name: ROSALES OIL COMPANY INC. - ROSALES OIL COMPANY INC. 401(K) PLAN (2019) Form 5500
Creator: ROSALES OIL COMPANY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSALES OIL COMPANY INC. 401(K) PLAN, ROSALES OIL COMPANY INC.

ROSALES OIL COMPANY INC.EIN 20-0336869Plan #001PY 2019

346 BAYVIEW AVENUE - AMITYVILLE, NY 11701631-842-1133LinkedIn11-50 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$554K

+39.3% from 2018

Total participants

-36.8% from 2018

Average account balance

$61,563

+54.8% from 2018

Annual return

24.87%

+34.61 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

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

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

$61,563

$117,433-47.6%

$99,475-38.1%

$152,897-59.7%

Participation rate

72.7%

77.5%-4.8pp

73.8%-1.1pp

82.5%-9.7pp

Annual return

24.87%

31.87%-7.0pp

30.72%-5.9pp

345.43%-320.6pp

Employer contribution / active EE

$1,850

$3,013-38.6%

$2,540-27.2%

$4,764-61.2%

Participant deferral / active EE

$3,382

$4,086-17.2%

$3,619-6.5%

$5,851-42.2%

Admin fee / account holder

$7,634-100.0%

$6,252-100.0%

$11,599-100.0%

ROSALES OIL COMPANY INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROSALES OIL COMPANY INC. 401(K) PLAN

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