Retirement plan

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

Name: SHELTON SANITATION, INC. - SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS PLAN (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+33.0% from 2022

Total participants

+14.3% from 2022

Average account balance

$111,643

+14.0% from 2022

Annual return

24.30%

+45.83 pp from 2022

Benchmarks

See 1,742 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,742 peers

Snapshot2023

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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$226 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.188%

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

$111,643

$94,749+17.8%

$112,899-1.1%

$139,466-19.9%

Participation rate

84.6%

81.3%+3.3pp

80.5%+4.1pp

80.3%+4.3pp

Annual return

24.30%

40.92%-16.6pp

34.11%-9.8pp

373.66%-349.4pp

Employer contribution / active EE

$2,563

$4,630-44.6%

$4,566-43.9%

$4,754-46.1%

Participant deferral / active EE

$5,508

$6,517-15.5%

$6,516-15.5%

$6,712-17.9%

Admin fee / account holder

$210

$8,530-97.5%

$7,047-97.0%

$11,409-98.2%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHELTON SANITATION, INC. 401(K) RETIREMENT SAVINGS 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