Retirement plan

NEWTOWN ARTESIAN WATER COMPANY 401(K) PROFIT SHARING PLAN

Name: NEWTOWN ARTESIAN WATER COMPANY - NEWTOWN ARTESIAN WATER COMPANY 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: NEWTOWN ARTESIAN WATER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWTOWN ARTESIAN WATER COMPANY 401(K) PROFIT SHARING PLAN, NEWTOWN ARTESIAN WATER COMPANY

NEWTOWN ARTESIAN WATER COMPANYEIN 23-0917080Plan #001PY 2015

PO BOX 217 - NEWTOWN, PA 189400217215-968-6781newtownwater.comLinkedIn1-10 employeespublic safety

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$140,522

No prior year

Annual return

-3.11%

No prior year

Benchmarks

See 1,118 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,118 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27090

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 codes2E2J2G3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

$251 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.197%

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

$140,522

$77,976+80.2%

$81,367+72.7%

$125,389+12.1%

Participation rate

90.9%

83.3%+7.7pp

82.3%+8.6pp

83.2%+7.7pp

Annual return

-3.11%

-2.85%-0.3pp

-0.92%-2.2pp

282.24%-285.3pp

Employer contribution / active EE

$2,689

$4,366-38.4%

$3,930-31.6%

$4,866-44.7%

Participant deferral / active EE

$3,261

$5,646-42.2%

$5,383-39.4%

$5,352-39.1%

Admin fee / account holder

$276

$12,476-97.8%

$8,926-96.9%

$9,541-97.1%

NEWTOWN ARTESIAN WATER COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEWTOWN ARTESIAN WATER COMPANY 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