Retirement plan

TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN

Name: TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN - TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN, TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN

TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLANEIN 25-1780510Plan #001PY 2017

2275 SWALLOW HILL ROAD - PITTSBURGH, PA 15220412-722-0880tsepgh.comLinkedIn1-10 employeescivil engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$618K

+32.9% from 2016

Total participants

+18.2% from 2016

Average account balance

$47,505

+12.4% from 2016

Annual return

12.97%

+12.97 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$85

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 codes2E2J2G2F3D

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

$47,505

$150,446-68.4%

$136,297-65.1%

$147,585-67.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

12.97%

1049.14%-1036.2pp

5156.19%-5143.2pp

578.58%-565.6pp

Employer contribution / active EE

$2,692

$5,256-48.8%

$4,696-42.7%

$4,876-44.8%

Participant deferral / active EE

$4,428

$6,631-33.2%

$6,247-29.1%

$5,439-18.6%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAYLOR STRUCTURAL ENGINEERS, INC. 401(K) PROFIT SHARING 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