Retirement plan

TRI STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN

Name: DONALD BAKER MASON CONTRACTORS, INC - TRI STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN (2016) Form 5500
Creator: DONALD BAKER MASON CONTRACTORS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN, DONALD BAKER MASON CONTRACTORS, INC

DONALD BAKER MASON CONTRACTORS, INCEIN 22-2282415Plan #001PY 2016

188 THATCHERS HILL ROAD - FLEMINGTON, NJ 08822908-782-2115bakermason.comLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$130K

+73.8% from 2015

Total participants

+42.9% from 2015

Average account balance

$16,307

-34.8% from 2015

Annual return

11.06%

+11.06 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2126

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 codes2E2G2J3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$121 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.928%

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

$16,307

$99,345-83.6%

$84,753-80.8%

$273,972-94.0%

Participation rate

80.0%

80.7%-0.7pp

76.6%+3.4pp

83.0%-3.0pp

Annual return

11.06%

22.93%-11.9pp

22.78%-11.7pp

41.46%-30.4pp

Employer contribution / active EE

$2,156

$4,214-48.8%

$3,574-39.7%

$4,869-55.7%

Participant deferral / active EE

$2,552

$4,270-40.2%

$3,712-31.3%

$5,287-51.7%

Admin fee / account holder

$151

$6,645-97.7%

$5,333-97.2%

$10,133-98.5%

TRI STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI STATE RETIREMENT PLAN EXCHANGE 401(K) 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