Retirement plan

CALLAGHAN PUMP & CONTROLS, INC. 401(K) PLAN

Name: CALLAGHAN PUMP & CONTROLS, INC. - CALLAGHAN PUMP & CONTROLS, INC. 401(K) PLAN (2024) Form 5500
Creator: CALLAGHAN PUMP & CONTROLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAGHAN PUMP & CONTROLS, INC. 401(K) PLAN, CALLAGHAN PUMP & CONTROLS, INC.

CALLAGHAN PUMP & CONTROLS, INC.EIN 27-0056717Plan #001PY 2024

106 HOBART STREET - HACKENSACK, NJ 07601201-621-0505callaghanpump.comLinkedIn1-10 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$270K

+41.5% from 2023

Total participants

0.0% from 2023

Average account balance

$89,973

+41.5% from 2023

Annual return

18.85%

-2.49 pp from 2023

Benchmarks

See 23,939 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,939 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$270K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.85%

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

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 codes2E3D2G2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$89,973

$166,020-45.8%

$164,866-45.4%

$145,959-38.4%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

18.85%

100.08%-81.2pp

69.97%-51.1pp

561.95%-543.1pp

Employer contribution / active EE

$3,229

$5,275-38.8%

$4,343-25.6%

$4,661-30.7%

Participant deferral / active EE

$11,146

$6,961+60.1%

$6,033+84.7%

$6,689+66.6%

Admin fee / account holder

$16,644-100.0%

$12,689-100.0%

$13,398-100.0%

CALLAGHAN PUMP & CONTROLS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALLAGHAN PUMP & CONTROLS, INC. 401(K) 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