Retirement plan

M. A. YEAKEL SONS, INC., 401(K) PLAN

Name: M. A. YEAKEL SONS, INC. - M. A. YEAKEL SONS, INC., 401(K) PLAN (2017) Form 5500
Creator: M. A. YEAKEL SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M. A. YEAKEL SONS, INC., 401(K) PLAN, M. A. YEAKEL SONS, INC.

M. A. YEAKEL SONS, INC.EIN 23-2957579Plan #001PY 2017

5334 OAKVIEW DRIVE - ALLENTOWN, PA 18104610-398-8090mayeakel.comLinkedIn1-10 employeesconsumer services

Other plans on this EIN

1 filing

#002Retirement-$584K assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+27.5% from 2016

Total participants

+27.3% from 2016

Average account balance

$267,069

+0.2% from 2016

Annual return

22.32%

+13.46 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.58M

Not enough data

1 years with asset history on file

Average account balance

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

$296K

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.

170.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1194

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$267,069

$106,003+151.9%

$92,236+189.6%

$147,585+81.0%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

22.32%

50.05%-27.7pp

176.29%-154.0pp

578.57%-556.2pp

Employer contribution / active EE

$5,602

$4,333+29.3%

$3,679+52.3%

$4,876+14.9%

Participant deferral / active EE

$7,092

$4,478+58.4%

$3,897+82.0%

$5,439+30.4%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,885-100.0%

M. A. YEAKEL SONS, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

M. A. YEAKEL SONS, INC., 401(K) 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