Retirement plan

D & D AUTOBODY, INC. 401(K) PROFIT SHARING PLAN

Name: DOBBS AUTO BODY - D & D AUTOBODY, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: DOBBS AUTO BODY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D & D AUTOBODY, INC. 401(K) PROFIT SHARING PLAN, DOBBS AUTO BODY

DOBBS AUTO BODYEIN 22-3420804Plan #001PY 2020

23 SPRINGFIELD AVENUE - SPRINGFIELD, NJ 070811312973-376-3535dobbsauto.comLinkedIn11-50 employeesautomotive

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+35.3% from 2019

Total participants

+7.1% from 2019

Average account balance

$128,925

+35.3% from 2019

Annual return

26.95%

+3.35 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2936

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$209 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.151%

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

$128,925

$100,895+27.8%

$90,430+42.6%

$158,950-18.9%

Participation rate

92.3%

75.0%+17.3pp

72.7%+19.6pp

82.0%+10.3pp

Annual return

26.95%

1725.54%-1698.6pp

1293.73%-1266.8pp

302.91%-276.0pp

Employer contribution / active EE

$1,569

$3,689-57.5%

$3,262-51.9%

$4,762-67.1%

Participant deferral / active EE

$7,189

$4,347+65.4%

$3,963+81.4%

$5,983+20.2%

Admin fee / account holder

$194

$6,505-97.0%

$5,613-96.5%

$11,248-98.3%

D & D AUTOBODY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D & D AUTOBODY, INC. 401(K) 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