Retirement plan

J. A. ALEXANDER, INC. PROFIT SHARING PLAN

Name: J. A. ALEXANDER, INC. - J. A. ALEXANDER, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: J. A. ALEXANDER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. A. ALEXANDER, INC. PROFIT SHARING PLAN, J. A. ALEXANDER, INC.

J. A. ALEXANDER, INC.EIN 22-2259527Plan #002PY 2017

130 JOHN F KENNEDY DR N - BLOOMFIELD, NJ 070033372973-680-0220thebluebook.com/iproview/990056/j-a-alexander-incLinkedIn11-50 employeesconstruction

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+11.0% from 2016

Total participants

0.0% from 2016

Average account balance

$205,417

+11.0% from 2016

Annual return

10.19%

-1.31 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$431K

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

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

+7.53%

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 codes2E2F2J3D

Plan features

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).
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$205,417

$106,008+93.8%

$92,240+122.7%

$147,586+39.2%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

10.19%

50.05%-39.9pp

176.29%-166.1pp

578.59%-568.4pp

Employer contribution / active EE

$4,333-100.0%

$3,680-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,900

$4,478-57.6%

$3,897-51.2%

$5,439-65.1%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

J. A. ALEXANDER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. A. ALEXANDER, INC. 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