Retirement plan

JEROME & HORNER SHEET METAL, INC. 401(K) PROFIT SHARING PLAN

Name: JEROME & HORNER SHEET METAL, INC. - JEROME & HORNER SHEET METAL, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: JEROME & HORNER SHEET METAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEROME & HORNER SHEET METAL, INC. 401(K) PROFIT SHARING PLAN, JEROME & HORNER SHEET METAL, INC.

JEROME & HORNER SHEET METAL, INC.EIN 20-1771476Plan #001PY 2018

3400 CHESTNUT STREET - OAKLAND, CA 94608510-658-0471

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.5M

+4.9% from 2017

Total participants

+27.3% from 2017

Average account balance

$111,663

-11.2% from 2017

Annual return

-9.19%

-28.26 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.58M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$111,663

$127,096-12.1%

$105,736+5.6%

$135,380-17.5%

Participation rate

91.7%

82.7%+9.0pp

76.3%+15.3pp

82.6%+9.0pp

Annual return

-9.19%

4.49%-13.7pp

6.27%-15.5pp

519.81%-529.0pp

Employer contribution / active EE

$10,051

$4,107+144.7%

$3,268+207.5%

$4,779+110.3%

Participant deferral / active EE

$6,210

$5,064+22.6%

$4,080+52.2%

$5,609+10.7%

Admin fee / account holder

$9,087-100.0%

$6,913-100.0%

$10,828-100.0%

JEROME & HORNER SHEET METAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JEROME & HORNER SHEET METAL, INC. 401(K) PROFIT SHARING 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