Retirement plan

H&W HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Name: H & W HOLDING COMPANY - H&W HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN (2022) Form 5500
Creator: H & W HOLDING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H&W HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, H & W HOLDING COMPANY

H & W HOLDING COMPANYEIN 26-3390485Plan #002PY 2022

1411 W 1250 S STE 200 - OREM, UT 840582224801-374-6085

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 12, 2016

Plan administrator

Plan administrator name— Sign in and upgrade to view

1411 West 1250 South, Ste. 230

Orem State: UT Zip Code: 84058

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Plans declared (1)

H & W Holding Company Stock Appreciation Right Plan11 emp

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Total assets (EOY)

$24.5M

+2.3% from 2021

Total participants

167

+16.0% from 2021

Average account balance

$148,393

-10.8% from 2021

Annual return

2.26%

-7.75 pp from 2021

Benchmarks

See 2,998 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,998 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.89M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

215

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2I2J2O2Q3H3I

Plan features

2I
Stock bonus
Stock bonus 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTON LARSEN ALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,393

$64,176+131.2%

$112,263+32.2%

$66,949+121.7%

Participation rate

98.6%

68.4%+30.1pp

75.1%+23.5pp

69.8%+28.8pp

Annual return

2.26%

-13.80%+16.1pp

27.49%-25.2pp

1.57%+0.7pp

Employer contribution / active EE

$18,338

$3,007+509.9%

$3,636+404.3%

$2,545+620.4%

Participant deferral / active EE

$3,694-100.0%

$4,729-100.0%

$4,239-100.0%

Admin fee / account holder

$626-100.0%

$6,410-100.0%

$594-100.0%

H&W HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

H&W HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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