Retirement plan

J.P.BASSETT & ASSOCIATES, INC. 401K PLAN

Name: J.P.BASSETT & ASSOCIATES, INC. - J.P.BASSETT & ASSOCIATES, INC. 401K PLAN (2017) Form 5500
Creator: J.P.BASSETT & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.P.BASSETT & ASSOCIATES, INC. 401K PLAN, J.P.BASSETT & ASSOCIATES, INC.

J.P.BASSETT & ASSOCIATES, INC.EIN 25-1232796Plan #003PY 2017

1420 MOHICAN DRIVE - PITTSBURGH, PA 15228412-341-2070

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$342K

+55.5% from 2016

Total participants

+12.5% from 2016

Average account balance

$48,863

+55.5% from 2016

Annual return

22.60%

+14.89 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+17.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1104

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 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

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

$48,863

$144,130-66.1%

$117,861-58.5%

$147,586-66.9%

Participation rate

75.0%

83.4%-8.4pp

79.7%-4.7pp

82.8%-7.8pp

Annual return

22.60%

531.20%-508.6pp

335.11%-312.5pp

578.59%-556.0pp

Employer contribution / active EE

$3,265

$4,897-33.3%

$3,786-13.8%

$4,876-33.0%

Participant deferral / active EE

$5,785

$5,316+8.8%

$4,482+29.1%

$5,439+6.4%

Admin fee / account holder

$10,887-100.0%

$8,021-100.0%

$10,886-100.0%

J.P.BASSETT & ASSOCIATES, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J.P.BASSETT & ASSOCIATES, INC. 401K 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