Retirement plan

MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN

Name: MRE, INC. DBA MUHLE MARKETING - MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: MRE, INC. DBA MUHLE MARKETING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN, MRE, INC. DBA MUHLE MARKETING

MRE, INC. DBA MUHLE MARKETINGEIN 20-8341803Plan #002PY 2022

6570 S. DELMAR PLACE - GILBERT, AZ 85298707-364-0554

Other plans on this EIN

1 filing

#003Retirement-$499K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$350K

+7.2% from 2021

Total participants

0.0% from 2021

Average account balance

$58,406

+7.2% from 2021

Annual return

0.00%

-37.14 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$308K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.46%

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant 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

$58,406

$138,114-57.7%

$125,391-53.4%

$134,545-56.6%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

0.00%

750.88%-750.9pp

572.41%-572.4pp

418.37%-418.4pp

Employer contribution / active EE

$7,875

$5,246+50.1%

$4,816+63.5%

$4,742+66.1%

Participant deferral / active EE

$7,801-100.0%

$7,448-100.0%

$6,401-100.0%

Admin fee / account holder

$11,570-100.0%

$10,009-100.0%

$11,431-100.0%

MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 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