Retirement plan

DOUBLE J AUTO PARTS LLC 401(K) PLAN

Name: DOUBLE J AUTO PARTS LLC - DOUBLE J AUTO PARTS LLC 401(K) PLAN (2023) Form 5500
Creator: DOUBLE J AUTO PARTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUBLE J AUTO PARTS LLC 401(K) PLAN, DOUBLE J AUTO PARTS LLC

DOUBLE J AUTO PARTS LLCEIN 26-3462016Plan #001PY 2023

705 S STURGEON STREET - MONTGOMERY CITY, MO 63361636-697-8213

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$74K

+118.5% from 2022

Total participants

-15.8% from 2022

Average account balance

$6,126

+118.5% from 2022

Annual return

23.01%

+23.01 pp from 2022

Benchmarks

See 22,148 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,148 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

73.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$742

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 codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$180 / participant

Other / not subdivided$3K100.0%

% of EOY assets

3.914%

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

$6,126

$102,696-94.0%

$86,235-92.9%

$139,487-95.6%

Participation rate

75.0%

74.5%+0.5pp

69.0%+6.0pp

80.3%-5.3pp

Annual return

23.01%

1925.91%-1902.9pp

1170.03%-1147.0pp

373.84%-350.8pp

Employer contribution / active EE

$1,065

$3,034-64.9%

$2,381-55.3%

$4,755-77.6%

Participant deferral / active EE

$1,044

$4,679-77.7%

$3,987-73.8%

$6,713-84.5%

Admin fee / account holder

$240

$8,667-97.2%

$6,856-96.5%

$11,407-97.9%

DOUBLE J AUTO PARTS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUBLE J AUTO PARTS LLC 401(K) 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