Retirement plan

MARSHALL GREZLAK, INC. 401(K) PROFIT SHARING PLAN

Name: MARSHALL GREZLAK, INC. - MARSHALL GREZLAK, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MARSHALL GREZLAK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSHALL GREZLAK, INC. 401(K) PROFIT SHARING PLAN, MARSHALL GREZLAK, INC.

MARSHALL GREZLAK, INC.EIN 23-2853000Plan #001PY 2018

100 HYDE PARK - DOYLESTOWN, PA 189026615267-880-6576

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$545K

+1.3% from 2017

Total participants

0.0% from 2017

Average account balance

$90,874

+1.3% from 2017

Annual return

-8.78%

-34.96 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+20.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6555

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 codes2E2J3D

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.
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.

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

$90,874

$160,059-43.2%

$140,019-35.1%

$135,379-32.9%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-8.78%

911.44%-920.2pp

651.15%-659.9pp

519.79%-528.6pp

Employer contribution / active EE

$6,385

$6,420-0.5%

$5,605+13.9%

$4,779+33.6%

Participant deferral / active EE

$11,720

$7,641+53.4%

$6,927+69.2%

$5,609+109.0%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

MARSHALL GREZLAK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARSHALL GREZLAK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion