Retirement plan

SUMMIT REFRIGERANTS LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: SUMMIT REFRIGERANTS, LLC - SUMMIT REFRIGERANTS LLC 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: SUMMIT REFRIGERANTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUMMIT REFRIGERANTS LLC 401(K) PROFIT SHARING PLAN AND TRUST, SUMMIT REFRIGERANTS, LLC

SUMMIT REFRIGERANTS, LLCEIN 26-3588697Plan #001PY 2016

8541 E NORTH BELT - HUMBLE, TX 773962915281-540-2653summitrfgs.comLinkedIn11-50 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$369K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

13.20%

No prior year

Benchmarks

See 11,490 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,490 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.34M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$427K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3440

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$172 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.981%

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

$93,071-100.0%

$74,583-100.0%

$273,968-100.0%

Participation rate

0.0%

74.9%-74.9pp

68.1%-68.1pp

83.0%-83.0pp

Annual return

13.20%

26.18%-13.0pp

20.47%-7.3pp

41.45%-28.3pp

Employer contribution / active EE

$2,104

$3,160-33.4%

$2,525-16.7%

$4,869-56.8%

Participant deferral / active EE

$3,844

$4,160-7.6%

$3,458+11.2%

$5,287-27.3%

Admin fee / account holder

$5,272-100.0%

$4,138-100.0%

$10,132-100.0%

SUMMIT REFRIGERANTS LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUMMIT REFRIGERANTS LLC 401(K) PROFIT SHARING PLAN AND TRUST

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