Retirement plan

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: SHELTON SANITATION, INC. - SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: SHELTON SANITATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN, SHELTON SANITATION, INC.

SHELTON SANITATION, INC.EIN 30-0136803Plan #001PY 2018

P.O. BOX 328 - RECTOR, AR 72461870-597-2000sheltonsanitationinc.comLinkedIn1-10 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$640K

+6.8% from 2017

Total participants

+50.0% from 2017

Average account balance

$53,360

-37.7% from 2017

Annual return

-6.56%

-25.04 pp from 2017

Benchmarks

See 1,324 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,324 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1146

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

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

$53,360

$90,590-41.1%

$90,782-41.2%

$135,380-60.6%

Participation rate

80.0%

83.7%-3.7pp

82.7%-2.7pp

82.6%-2.6pp

Annual return

-6.56%

-3.40%-3.2pp

-3.42%-3.1pp

519.81%-526.4pp

Employer contribution / active EE

$1,795

$4,352-58.8%

$4,105-56.3%

$4,779-62.4%

Participant deferral / active EE

$3,533

$5,407-34.6%

$5,366-34.2%

$5,609-37.0%

Admin fee / account holder

$7,683-100.0%

$5,908-100.0%

$10,828-100.0%

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS 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