Retirement plan

AMOROSO TREE SERVICE, INC. 401(K) PROFIT SHARING PLAN

Name: AMOROSO TREE SERVICE, INC. - AMOROSO TREE SERVICE, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: AMOROSO TREE SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMOROSO TREE SERVICE, INC. 401(K) PROFIT SHARING PLAN, AMOROSO TREE SERVICE, INC.

AMOROSO TREE SERVICE, INC.EIN 22-3048194Plan #001PY 2018

P.O. BOX 1063 - PARAMUS, NJ 07653201-225-9209amorosotree.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$54K

No prior year

Total participants

No prior year

Average account balance

$26,805

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$244K

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2G2J3D

Plan features

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$26,805

$95,188-71.8%

$76,518-65.0%

$135,379-80.2%

Participation rate

66.7%

74.4%-7.7pp

68.0%-1.3pp

82.6%-16.0pp

Annual return

0.00%

4.85%-4.9pp

-0.27%+0.3pp

519.79%-519.8pp

Employer contribution / active EE

$1,453

$3,303-56.0%

$2,647-45.1%

$4,779-69.6%

Participant deferral / active EE

$16,333

$4,640+252.0%

$3,836+325.8%

$5,609+191.2%

Admin fee / account holder

$6,249-100.0%

$4,849-100.0%

$10,828-100.0%

AMOROSO TREE SERVICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMOROSO TREE SERVICE, INC. 401(K) 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