Retirement plan

DONALD BAKER MASON CONTRACTORS, INC. 401(K) PLAN

Name: DONALD BAKER MASON CONTRACTORS, INC - DONALD BAKER MASON CONTRACTORS, INC. 401(K) PLAN (2018) Form 5500
Creator: DONALD BAKER MASON CONTRACTORS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONALD BAKER MASON CONTRACTORS, INC. 401(K) PLAN, DONALD BAKER MASON CONTRACTORS, INC

DONALD BAKER MASON CONTRACTORS, INCEIN 22-2282415Plan #001PY 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$263K

+21.9% from 2017

Total participants

+9.1% from 2017

Average account balance

$23,932

+10.9% from 2017

Annual return

-8.66%

-24.49 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

$3K

$303 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.150%

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

$23,932

$97,732-75.5%

$83,831-71.5%

$135,380-82.3%

Participation rate

90.0%

80.0%+10.0pp

76.1%+13.9pp

82.6%+7.4pp

Annual return

-8.66%

1287.56%-1296.2pp

850.99%-859.6pp

519.81%-528.5pp

Employer contribution / active EE

$2,888

$4,222-31.6%

$3,631-20.5%

$4,779-39.6%

Participant deferral / active EE

$3,720

$4,683-20.6%

$4,082-8.9%

$5,609-33.7%

Admin fee / account holder

$275

$6,675-95.9%

$5,479-95.0%

$10,828-97.5%

DONALD BAKER MASON CONTRACTORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONALD BAKER MASON CONTRACTORS, INC. 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