Retirement plan

MID-STATE CONSTRUCTION CORP. 401(K)PROFIT SHARING PLAN

Name: MID-STATE CONSTRUCTION CORP 401(K) PROFIT SHARING PLAN - MID-STATE CONSTRUCTION CORP. 401(K)PROFIT SHARING PLAN (2019) Form 5500
Creator: MID-STATE CONSTRUCTION CORP 401(K) PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-STATE CONSTRUCTION CORP. 401(K)PROFIT SHARING PLAN, MID-STATE CONSTRUCTION CORP 401(K) PROFIT SHARING PLAN

MID-STATE CONSTRUCTION CORP 401(K) PROFIT SHARING PLANEIN 22-3500467Plan #001PY 2019

74 PORETE AVENUE - NORTH ARLINGTON, NJ 07031201-955-3373

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+20.5% from 2018

Total participants

+200.0% from 2018

Average account balance

$111,766

-59.8% from 2018

Annual return

12.23%

+14.67 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$318K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$604

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

-2.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2J2R3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$72

$6 / participant

Other / not subdivided$72100.0%

% of EOY assets

0.005%

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

$111,766

$107,353+4.1%

$92,903+20.3%

$152,885-26.9%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

12.23%

145.62%-133.4pp

109.43%-97.2pp

345.39%-333.2pp

Employer contribution / active EE

$2,527

$4,222-40.2%

$3,653-30.8%

$4,763-47.0%

Participant deferral / active EE

$5,108

$4,848+5.4%

$4,238+20.5%

$5,851-12.7%

Admin fee / account holder

$7,081-99.9%

$5,795-99.9%

$11,598-99.9%

MID-STATE CONSTRUCTION CORP. 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MID-STATE CONSTRUCTION CORP. 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