Retirement plan

MCCURLEY EMPLOYEES 401(K) PLAN

Name: MCCURLEY INTEGRITY DEALERSHIPS, LLC - MCCURLEY EMPLOYEES 401(K) PLAN (2016) Form 5500
Creator: MCCURLEY INTEGRITY DEALERSHIPS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCCURLEY EMPLOYEES 401(K) PLAN, MCCURLEY INTEGRITY DEALERSHIPS, LLC

MCCURLEY INTEGRITY DEALERSHIPS, LLCEIN 27-1512348Plan #003PY 2016

PO BOX 2698 - PASCO, WA 99302509-547-5555

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 4, 2025

Plan administrator

Plan administrator name— Sign in and upgrade to view

P.O. Box 2698

Pasco, WA 99301

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Plans declared (1)

McCurley Dealerships Supplemental Executive Retirement Plan1 emp

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Total assets (EOY)

$9.6M

+18.7% from 2015

Total participants

253

+8.1% from 2015

Average account balance

$38,050

+9.2% from 2015

Annual return

11.65%

+13.39 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.48M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

382

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

$1.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 26 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101	Advisory (Participants)	$10,000
RANDALL & HURLEY, INC.1 year Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019	Recordkeeping	$4,785

Plan features & details

Pension benefit codes2E2G2F2J2T3D3H

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$19K

$96 / participant

Investment mgmt$14K74.8%
Contract admin$5K25.2%

% of EOY assets

0.199%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DECORIA, MAICHEL & TEAGUE, P.S.
Auditor EIN: 911900424
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,050

$42,546-10.6%

$71,796-47.0%

$55,167-31.0%

Participation rate

99.0%

59.1%+39.9pp

69.1%+29.9pp

69.0%+30.0pp

Annual return

11.65%

12.36%-0.7pp

78.04%-66.4pp

169.23%-157.6pp

Employer contribution / active EE

$1,917

$803+138.7%

$1,924-0.4%

$1,963-2.3%

Participant deferral / active EE

$2,196

$2,064+6.4%

$2,794-21.4%

$3,054-28.1%

Admin fee / account holder

$76

$650-88.4%

$4,815-98.4%

$504-85.0%

Provider

Service type

Compensation

USI CONSULTING GROUP2+ years

Filed as: KIBBLE & PRENTICE

Service code 26 · EIN 91-1176315

601 UNION STREET · SEATTLE, WA 98101

Advisory (Participants)

$10,000

RANDALL & HURLEY, INC.1 year

Service code 15 · EIN 91-1661080

1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019

Recordkeeping

$4,785

MCCURLEY EMPLOYEES 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCCURLEY EMPLOYEES 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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