Retirement plan

MARK A. & TROY A. JOHNSON 401K PROFIT SHARING PLAN

Name: MARK A. & TROY A. JOHNSON - MARK A. & TROY A. JOHNSON 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: MARK A. & TROY A. JOHNSON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARK A. & TROY A. JOHNSON 401K PROFIT SHARING PLAN, MARK A. & TROY A. JOHNSON

MARK A. & TROY A. JOHNSONEIN 25-1495792Plan #002PY 2016

1390 TRASK ROAD - SUGAR GROVE, PA 16350814-489-7419

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+11.7% from 2015

Total participants

0.0% from 2015

Average account balance

$443,581

+11.7% from 2015

Annual return

5.83%

+9.33 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.77M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7485

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 codes2E2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$9K

$3124 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.704%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$443,581

$99,345+346.5%

$84,753+423.4%

$273,972+61.9%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

5.83%

22.93%-17.1pp

22.78%-17.0pp

41.46%-35.6pp

Employer contribution / active EE

$7,457

$4,214+77.0%

$3,574+108.6%

$4,869+53.2%

Participant deferral / active EE

$16,000

$4,270+274.7%

$3,712+331.0%

$5,287+202.6%

Admin fee / account holder

$3,124

$6,645-53.0%

$5,333-41.4%

$10,133-69.2%

MARK A. & TROY A. JOHNSON 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARK A. & TROY A. JOHNSON 401K 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