Retirement plan

BRIDGFORD AND GLEASON 401(K) PROFIT SHARING PLAN

Name: BRIDGFORD AND GLEASON - BRIDGFORD AND GLEASON 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BRIDGFORD AND GLEASON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGFORD AND GLEASON 401(K) PROFIT SHARING PLAN, BRIDGFORD AND GLEASON

BRIDGFORD AND GLEASONEIN 33-0425564Plan #002PY 2017

26 CORPORATE PLAZA DR., SUITE 250 - NEWPORT BEACH, CA 926607993949-831-6611

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+32.6% from 2016

Total participants

0.0% from 2016

Average account balance

$221,269

+32.6% from 2016

Annual return

22.43%

+15.47 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.21M

Not enough data

1 years with asset history on file

Average account balance

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

$534K

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

$227K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+19.84%

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$221,269

$198,457+11.5%

$170,435+29.8%

$147,586+49.9%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

22.43%

257.30%-234.9pp

205.94%-183.5pp

578.59%-556.2pp

Employer contribution / active EE

$2,903

$6,183-53.0%

$5,432-46.6%

$4,876-40.5%

Participant deferral / active EE

$14,140

$5,629+151.2%

$4,939+186.3%

$5,439+160.0%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

BRIDGFORD AND GLEASON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIDGFORD AND GLEASON 401(K) PROFIT SHARING 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