Retirement plan

MOSAR COMMERCIAL PROPERTIES 401K PLAN

Name: MIKE MOSAR, INC - MOSAR COMMERCIAL PROPERTIES 401K PLAN (2019) Form 5500
Creator: MIKE MOSAR, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOSAR COMMERCIAL PROPERTIES 401K PLAN, MIKE MOSAR, INC

MIKE MOSAR, INCEIN 20-5270905Plan #001PY 2019

502 GRANDOVER AVE SE - SALEM, OR 97306503-551-2202

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$258K

+37.7% from 2018

Total participants

0.0% from 2018

Average account balance

-100.0% from 2018

Annual return

13.12%

+38.73 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$868K

Not enough data

1 years with asset history on file

Average account balance

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

$289K

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

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+11.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2171

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 codes2E2G2J2R

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$2116 / participant

Other / not subdivided$6K100.0%

% of EOY assets

2.458%

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

$226,135-100.0%

$182,558-100.0%

$152,909-100.0%

Participation rate

0.0%

82.5%-82.5pp

78.0%-78.0pp

82.5%-82.5pp

Annual return

13.12%

192.60%-179.5pp

148.59%-135.5pp

345.46%-332.3pp

Employer contribution / active EE

$2,646

$4,979-46.9%

$4,076-35.1%

$4,764-44.5%

Participant deferral / active EE

$12,714

$6,371+99.6%

$5,526+130.1%

$5,851+117.3%

Admin fee / account holder

$10,707-100.0%

$8,594-100.0%

$11,601-100.0%

MOSAR COMMERCIAL PROPERTIES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOSAR COMMERCIAL PROPERTIES 401K 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