Retirement plan

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN

Name: CHAPTER 13 STANDING TRUSTEE JACK W. GOODING - CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN (2018) Form 5500
Creator: CHAPTER 13 STANDING TRUSTEE JACK W. GOODING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN, CHAPTER 13 STANDING TRUSTEE JACK W. GOODING

CHAPTER 13 STANDING TRUSTEE JACK W. GOODINGEIN 30-0478564Plan #001PY 2018

P.O. BOX 22067 - LITTLE ROCK, AR 72221501-537-4400ark13.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.2M

+28.1% from 2017

Total participants

0.0% from 2017

Average account balance

$144,226

+28.1% from 2017

Annual return

20.00%

-3.00 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.21M

Not enough data

1 years with asset history on file

Average account balance

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

$414K

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

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1190

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$6K

$261 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.181%

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

$144,226

$138,076+4.5%

$123,553+16.7%

$135,380+6.5%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

20.00%

153.70%-133.7pp

119.21%-99.2pp

519.81%-499.8pp

Employer contribution / active EE

$7,069

$5,152+37.2%

$4,628+52.7%

$4,779+47.9%

Participant deferral / active EE

$2,338

$6,800-65.6%

$6,426-63.6%

$5,609-58.3%

Admin fee / account holder

$261

$10,917-97.6%

$9,284-97.2%

$10,828-97.6%

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAPTER 13 STANDING TRUSTEE JACK W. GOODING 401K 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