Retirement plan

BILL MACINTYRE CHEVROLET, INC. 401K PROFIT SHARING PLAN

Name: BILL MACINTYRE CHEVROLET, INC. - BILL MACINTYRE CHEVROLET, INC. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: BILL MACINTYRE CHEVROLET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL MACINTYRE CHEVROLET, INC. 401K PROFIT SHARING PLAN, BILL MACINTYRE CHEVROLET, INC.

BILL MACINTYRE CHEVROLET, INC.EIN 23-2017144Plan #001PY 2017

P.O. BOX 747 - LOCK HAVEN, PA 17745570-748-4068billmacintyre.comLinkedIn11-50 employeesretail

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+22.1% from 2016

Total participants

-8.8% from 2016

Average account balance

$88,244

+22.1% from 2016

Annual return

16.63%

+9.19 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

105.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7869

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$37 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.077%

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

$88,244

$54,541+61.8%

$78,778+12.0%

$70,126+25.8%

Participation rate

42.9%

60.8%-17.9pp

69.2%-26.3pp

69.5%-26.7pp

Annual return

16.63%

21.07%-4.4pp

35.62%-19.0pp

73.15%-56.5pp

Employer contribution / active EE

$1,089-100.0%

$1,986-100.0%

$2,343-100.0%

Participant deferral / active EE

$2,160

$2,210-2.3%

$2,958-27.0%

$3,332-35.2%

Admin fee / account holder

$68

$3,709-98.2%

$5,134-98.7%

$4,645-98.5%

BILL MACINTYRE CHEVROLET, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL MACINTYRE CHEVROLET, INC. 401K 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