Retirement plan

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

Name: M. A. YEAKEL SONS, INC. - M. A. YEAKEL SONS, INC., 401(K) PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#002Retirement-$659K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

-3.4% from 2017

Total participants

+14.3% from 2017

Average account balance

$225,832

-15.4% from 2017

Annual return

-7.43%

-29.75 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$225,832

$97,729+131.1%

$83,830+169.4%

$135,379+66.8%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-7.43%

1287.52%-1294.9pp

850.97%-858.4pp

519.79%-527.2pp

Employer contribution / active EE

$4,878

$4,222+15.6%

$3,631+34.4%

$4,779+2.1%

Participant deferral / active EE

$6,816

$4,683+45.6%

$4,082+67.0%

$5,609+21.5%

Admin fee / account holder

$6,674-100.0%

$5,479-100.0%

$10,828-100.0%

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