Retirement plan

G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN

Name: G & S MOTOR EQUIPMENT CO., INC. - G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: G & S MOTOR EQUIPMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN, G & S MOTOR EQUIPMENT CO., INC.

G & S MOTOR EQUIPMENT CO., INC.EIN 22-1864595Plan #002PY 2018

1800 HARRISON AVE, P.O. BOX 493 - KEARNY, NJ 07032201-998-9244

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.9M

+4.7% from 2017

Total participants

135

+3.8% from 2017

Average account balance

$65,788

+0.8% from 2017

Annual return

-0.95%

-8.27 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.78M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

148

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$730K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$329

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$430

$4 / participant

Contract admin$430100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LILLING & COMPANY, LLP
Auditor EIN: 133447681
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,788

$66,302-0.8%

$110,243-40.3%

$56,289+16.9%

Participation rate

100.0%

74.9%+25.1pp

79.8%+20.2pp

69.9%+30.1pp

Annual return

-0.95%

-1.18%+0.2pp

314.76%-315.7pp

-9.96%+9.0pp

Employer contribution / active EE

$5,419

$2,047+164.7%

$3,827+41.6%

$2,111+156.7%

Participant deferral / active EE

$3,381-100.0%

$4,672-100.0%

$3,350-100.0%

Admin fee / account holder

$698-99.5%

$8,548-100.0%

$521-99.4%

Provider

Service type

Compensation

PRIVATE ADVISOR GROUP LLC3 years

Filed as: PRIVATE ADVISOR GROUP, LLC

Service code 27 · EIN 27-3463733

Advisory (Plan)

G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G & S MOTOR EQUIPMENT CO., INC. 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