Retirement plan

BRIDGEWATER EQUIPMENT, INC. 401K PROFIT SHARING PLAN

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

BRIDGEWATER EQUIPMENT, INC.EIN 33-0621722Plan #001PY 2017

20075 KENDALL DRIVE - SAN BERNARDINO, CA 92407909-887-0052LinkedIn1-10 employeesrailroad manufacture

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.2M

+25.6% from 2016

Total participants

+22.2% from 2016

Average account balance

$99,173

+2.7% from 2016

Annual return

7.01%

+7.67 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

262.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

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

+13.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5903

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$265

$15 / participant

Other / not subdivided$265100.0%

% of EOY assets

0.012%

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

$99,173

$106,008-6.4%

$92,240+7.5%

$147,586-32.8%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

7.01%

50.05%-43.0pp

176.29%-169.3pp

578.59%-571.6pp

Employer contribution / active EE

$11,944

$4,333+175.6%

$3,680+224.6%

$4,876+144.9%

Participant deferral / active EE

$5,963

$4,478+33.1%

$3,897+53.0%

$5,439+9.6%

Admin fee / account holder

$12

$6,333-99.8%

$5,194-99.8%

$10,886-99.9%

BRIDGEWATER EQUIPMENT, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGEWATER EQUIPMENT, INC. 401K 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