Retirement plan

PHOENIX CONSTRUCTION AND MANAGEMENT, INC. 401(K) PLAN

Name: PHOENIX CONSTRUCTION AND MANAGEMENT, INC. - PHOENIX CONSTRUCTION AND MANAGEMENT, INC. 401(K) PLAN (2018) Form 5500
Creator: PHOENIX CONSTRUCTION AND MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHOENIX CONSTRUCTION AND MANAGEMENT, INC. 401(K) PLAN, PHOENIX CONSTRUCTION AND MANAGEMENT, INC.

PHOENIX CONSTRUCTION AND MANAGEMENT, INC.EIN 23-3005186Plan #005PY 2018

3553 WEST CHESTER PIKE, SUITE 335 - NEWTOWN SQUARE, PA 19073610-353-9129

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$320K

+68.6% from 2017

Total participants

0.0% from 2017

Average account balance

$80,024

+68.6% from 2017

Annual return

10.61%

-2.40 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.

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Analytics

Total assets (EOY)

Plan-year ending balance

$860K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2763

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.

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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 codes2A2E2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,024

$97,757-18.1%

$83,848-4.6%

$135,375-40.9%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

10.61%

1287.37%-1276.8pp

850.88%-840.3pp

519.73%-509.1pp

Employer contribution / active EE

$12,883

$4,222+205.2%

$3,631+254.8%

$4,779+169.6%

Participant deferral / active EE

$14,650

$4,682+212.9%

$4,082+258.9%

$5,609+161.2%

Admin fee / account holder

$6,674-100.0%

$5,478-100.0%

$10,827-100.0%

PHOENIX CONSTRUCTION AND MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PHOENIX CONSTRUCTION AND MANAGEMENT, 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