Retirement plan

WEINERT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST #001

Name: WEINERT ENTERPRISES, INC. - WEINERT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST #001 (2020) Form 5500
Creator: WEINERT ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEINERT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST #001, WEINERT ENTERPRISES, INC.

WEINERT ENTERPRISES, INC.EIN 27-3136933Plan #001PY 2020

7355 HOMESTEAD ROAD - WHITELAW, WI 54247920-684-4812LinkedIn1-10 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$806K

+33.2% from 2019

Total participants

+30.0% from 2019

Average account balance

$61,975

+2.5% from 2019

Annual return

10.19%

-0.28 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.79%

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$61,975

$115,814-46.5%

$101,275-38.8%

$158,982-61.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

10.19%

56.16%-46.0pp

46.48%-36.3pp

302.99%-292.8pp

Employer contribution / active EE

$6,052

$4,176+44.9%

$3,660+65.4%

$4,763+27.1%

Participant deferral / active EE

$5,542

$4,958+11.8%

$4,371+26.8%

$5,983-7.4%

Admin fee / account holder

$7,249-100.0%

$5,948-100.0%

$11,252-100.0%

WEINERT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST #001

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEINERT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST #001

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