Retirement plan

A&A PLUMBING & DRAIN SERVICES, INC. SAFE HARBOR 401(K) PLAN

Name: A&A PLUMBING & DRAIN SERVICES, INC. - A&A PLUMBING & DRAIN SERVICES, INC. SAFE HARBOR 401(K) PLAN (2022) Form 5500
Creator: A&A PLUMBING & DRAIN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A&A PLUMBING & DRAIN SERVICES, INC. SAFE HARBOR 401(K) PLAN, A&A PLUMBING & DRAIN SERVICES, INC.

A&A PLUMBING & DRAIN SERVICES, INC.EIN 27-0460024Plan #002PY 2022

6408 SOUTH 177TH STREET - OMAHA, NE 68135402-932-3899anaplumbing.comLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$184K

+186.9% from 2021

Total participants

0.0% from 2021

Average account balance

$46,035

+186.9% from 2021

Annual return

-22.85%

-22.85 pp from 2021

Benchmarks

See 48,271 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,271 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$368K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$71K

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

+15.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$612

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 codes2E2G2J3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$46,035

$133,998-65.6%

$112,263-59.0%

$134,545-65.8%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-22.85%

47.17%-70.0pp

27.49%-50.3pp

418.37%-441.2pp

Employer contribution / active EE

$21,061

$4,040+421.3%

$3,636+479.2%

$4,742+344.2%

Participant deferral / active EE

$12,593

$5,292+138.0%

$4,729+166.3%

$6,401+96.7%

Admin fee / account holder

$7,493-100.0%

$6,410-100.0%

$11,431-100.0%

A&A PLUMBING & DRAIN SERVICES, INC. SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A&A PLUMBING & DRAIN SERVICES, INC. SAFE HARBOR 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