Retirement plan

THE GASFLUX EMPLOYEES' 401(K) PROFIT SHARING TRUST

Name: THE GASFLUX COMPANY - THE GASFLUX EMPLOYEES' 401(K) PROFIT SHARING TRUST (2020) Form 5500
Creator: THE GASFLUX COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GASFLUX EMPLOYEES' 401(K) PROFIT SHARING TRUST, THE GASFLUX COMPANY

THE GASFLUX COMPANYEIN 34-0078378Plan #001PY 2020

32 HAWTHORNE STREET - ELYRIA, OH 44035440-365-1941gasflux.comLinkedIn11-50 employeeschemicals

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3M

-1.8% from 2019

Total participants

-20.0% from 2019

Average account balance

$371,721

+22.8% from 2019

Annual return

7.06%

+4.66 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.82M

Not enough data

1 years with asset history on file

Average account balance

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

$603K

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

$133K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1779

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$185 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.050%

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

$371,721

$118,708+213.1%

$98,920+275.8%

$158,966+133.8%

Participation rate

100.0%

77.8%+22.2pp

76.0%+24.0pp

82.0%+18.0pp

Annual return

7.06%

372.49%-365.4pp

196.47%-189.4pp

302.95%-295.9pp

Employer contribution / active EE

$568

$3,334-83.0%

$2,689-78.9%

$4,762-88.1%

Participant deferral / active EE

$1,450

$5,089-71.5%

$4,245-65.8%

$5,983-75.8%

Admin fee / account holder

$185

$10,134-98.2%

$6,643-97.2%

$11,250-98.4%

THE GASFLUX EMPLOYEES' 401(K) PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GASFLUX EMPLOYEES' 401(K) PROFIT SHARING TRUST

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