Retirement plan

LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Name: LOIODICE EXCAVATING, INC. - LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: LOIODICE EXCAVATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN, LOIODICE EXCAVATING, INC.

LOIODICE EXCAVATING, INC.EIN 27-4002093Plan #001PY 2018

783 GUYMARD TPKE - OTISVILLE, NY 10963845-386-3693LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$345K

+23.4% from 2017

Total participants

0.0% from 2017

Average account balance

$57,503

+23.4% from 2017

Annual return

-7.39%

-29.51 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$823K

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

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

+13.10%

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 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

$90

$13 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.026%

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

$57,503

$97,761-41.2%

$83,850-31.4%

$135,382-57.5%

Participation rate

71.4%

80.0%-8.5pp

76.1%-4.7pp

82.6%-11.2pp

Annual return

-7.39%

1287.44%-1294.8pp

850.92%-858.3pp

519.77%-527.2pp

Employer contribution / active EE

$1,704

$4,222-59.6%

$3,631-53.1%

$4,779-64.3%

Participant deferral / active EE

$10,586

$4,682+126.1%

$4,082+159.3%

$5,609+88.7%

Admin fee / account holder

$15

$6,674-99.8%

$5,478-99.7%

$10,829-99.9%

LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOIODICE EXCAVATING, INC. 401(K) PROFIT SHARING PLAN

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