Retirement plan

PAULSON BROS. WOODWORX, INC. 401K

Name: PAULSON BROTHERS WOODWORX, INC. - PAULSON BROS. WOODWORX, INC. 401K (2020) Form 5500
Creator: PAULSON BROTHERS WOODWORX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAULSON BROS. WOODWORX, INC. 401K, PAULSON BROTHERS WOODWORX, INC.

PAULSON BROTHERS WOODWORX, INC.EIN 20-3203674Plan #001PY 2020

12750 CREEKVIEW AVENUE - SAVAGE, MN 55378952-746-7600paulsonbrothers.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$813K

+46.8% from 2019

Total participants

+37.5% from 2019

Average account balance

$73,905

+6.8% from 2019

Annual return

24.04%

+0.45 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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

$154K

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

+22.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1486

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$209 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.283%

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

$73,905

$115,814-36.2%

$101,275-27.0%

$158,982-53.5%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

24.04%

56.16%-32.1pp

46.48%-22.4pp

302.99%-279.0pp

Employer contribution / active EE

$4,176-100.0%

$3,660-100.0%

$4,763-100.0%

Participant deferral / active EE

$11,681

$4,958+135.6%

$4,371+167.3%

$5,983+95.2%

Admin fee / account holder

$209

$7,249-97.1%

$5,948-96.5%

$11,252-98.1%

PAULSON BROS. WOODWORX, INC. 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAULSON BROS. WOODWORX, INC. 401K

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