Retirement plan

C.E. WOOD CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

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

C.E. WOOD CONSTRUCTION, INC.EIN 23-2875508Plan #001PY 2018

P.O. BOX 599 - DUNCANSVILLE, PA 16635814-696-5585LinkedIn1-10 employeesconstruction

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$269K

+0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$38,425

+0.1% from 2017

Annual return

-5.41%

-21.23 pp from 2017

Benchmarks

See 38,945 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,945 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$647K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8736

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3D

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$194 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.506%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,425

$97,757-60.7%

$83,848-54.2%

$135,375-71.6%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-5.41%

1287.37%-1292.8pp

850.88%-856.3pp

519.73%-525.1pp

Employer contribution / active EE

$99

$4,222-97.6%

$3,631-97.3%

$4,779-97.9%

Participant deferral / active EE

$2,033

$4,682-56.6%

$4,082-50.2%

$5,609-63.7%

Admin fee / account holder

$194

$6,674-97.1%

$5,478-96.5%

$10,827-98.2%

C.E. WOOD CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.E. WOOD CONSTRUCTION, INC. 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