Retirement plan

MID-VALLEY PLUMBING SUPPLY, INC. EMPLOYEE PROFIT SHARING PLAN

Name: MID-VALLEY PLUMBING SUPPLY CO., INC - MID-VALLEY PLUMBING SUPPLY, INC. EMPLOYEE PROFIT SHARING PLAN (2018) Form 5500
Creator: MID-VALLEY PLUMBING SUPPLY CO., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MID-VALLEY PLUMBING SUPPLY, INC. EMPLOYEE PROFIT SHARING PLAN, MID-VALLEY PLUMBING SUPPLY CO., INC

MID-VALLEY PLUMBING SUPPLY CO., INCEIN 23-1691324Plan #001PY 2018

601 RIVER STREET - PECKVILLE, PA 184522311570-489-8671

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$457K

-6.1% from 2017

Total participants

0.0% from 2017

Average account balance

$50,758

+4.3% from 2017

Annual return

-7.99%

-19.92 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$771K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1341

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 codes2E3D3H

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$1341 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.055%

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

$50,758

$97,761-48.1%

$83,850-39.5%

$135,382-62.5%

Participation rate

85.7%

80.0%+5.8pp

76.1%+9.6pp

82.6%+3.1pp

Annual return

-7.99%

1287.44%-1295.4pp

850.92%-858.9pp

519.77%-527.8pp

Employer contribution / active EE

$1,911

$4,222-54.7%

$3,631-47.4%

$4,779-60.0%

Participant deferral / active EE

$4,682-100.0%

$4,082-100.0%

$5,609-100.0%

Admin fee / account holder

$1,043

$6,674-84.4%

$5,478-81.0%

$10,829-90.4%

MID-VALLEY PLUMBING SUPPLY, INC. EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MID-VALLEY PLUMBING SUPPLY, INC. EMPLOYEE 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