Retirement plan

SHIPLEY SERVICEMEN'S RETIREMENT SAVINGS PLAN

Name: SHIPLEY ENERGY COMPANY - SHIPLEY SERVICEMEN'S RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: SHIPLEY ENERGY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHIPLEY SERVICEMEN'S RETIREMENT SAVINGS PLAN, SHIPLEY ENERGY COMPANY

SHIPLEY ENERGY COMPANYEIN 23-1702483Plan #005PY 2017

415 NORWAY STREET - YORK, PA 174032531717-771-1875shipleyenergy.comLinkedIn201-500 employeesoil & energy

Other plans on this EIN

2 filings

#333Retirement-$18.6M assets #001Retirement-$4.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$726K

+21.5% from 2016

Total participants

-4.0% from 2016

Average account balance

$34,581

+21.5% from 2016

Annual return

16.01%

+8.55 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$563K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 codes2F2E2G2J3D

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

$2K

$110 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.211%

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

$34,581

$113,338-69.5%

$94,993-63.6%

$147,586-76.6%

Participation rate

78.6%

78.0%+0.6pp

73.9%+4.7pp

82.8%-4.3pp

Annual return

16.01%

20.80%-4.8pp

27.14%-11.1pp

578.59%-562.6pp

Employer contribution / active EE

$3,160-100.0%

$2,603-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,458

$3,777-34.9%

$3,317-25.9%

$5,439-54.8%

Admin fee / account holder

$73

$6,063-98.8%

$4,960-98.5%

$10,886-99.3%

SHIPLEY SERVICEMEN'S RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHIPLEY SERVICEMEN'S RETIREMENT SAVINGS 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