Retirement plan

C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN

Name: C. J. HESSE, INC. - C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: C. J. HESSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN, C. J. HESSE, INC.

C. J. HESSE, INC.EIN 22-1734209Plan #002PY 2021

25 FIRST AVENUE, SUITE 200 - ATLANTIC HIGHLANDS, NJ 07716732-291-8100thehessecompanies.comLinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.6M

+25.6% from 2020

Total participants

-3.2% from 2020

Average account balance

$168,304

+36.7% from 2020

Annual return

16.20%

-0.75 pp from 2020

Benchmarks

See 16,659 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,659 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.16M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

127.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$911K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10749

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 codes2E2G2J3D3H

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$16K

$310 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.171%

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

$168,304

$78,670+113.9%

$109,173+54.2%

$85,847+96.1%

Participation rate

94.3%

68.3%+26.1pp

75.9%+18.5pp

69.3%+25.0pp

Annual return

16.20%

25.09%-8.9pp

25.75%-9.6pp

318.61%-302.4pp

Employer contribution / active EE

$4,131

$2,734+51.1%

$3,723+11.0%

$2,565+61.0%

Participant deferral / active EE

$9,770

$3,467+181.8%

$4,654+109.9%

$3,952+147.2%

Admin fee / account holder

$288

$5,469-94.7%

$6,755-95.7%

$6,261-95.4%

C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.J. HESSE, INC. 401(K) PROFIT SHARING 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