Retirement plan

JOHN G. JOHNSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Name: JOHN G. JOHNSON CONSTRUCTION COMPANY - JOHN G. JOHNSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JOHN G. JOHNSON CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN G. JOHNSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN, JOHN G. JOHNSON CONSTRUCTION COMPANY

JOHN G. JOHNSON CONSTRUCTION COMPANYEIN 34-0317737Plan #001PY 2017

1284 RIVERBED STREET - CLEVELAND, OH 44113216-938-5050johngjohnson.comLinkedIn51-200 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+44.7% from 2016

Total participants

+36.4% from 2016

Average account balance

$60,793

+5.2% from 2016

Annual return

23.69%

+16.74 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.30M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$565K

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

+21.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7611

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 codes2E2F2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$60,793

$63,346-4.0%

$92,239-34.1%

$70,124-13.3%

Participation rate

68.0%

68.7%-0.7pp

76.5%-8.5pp

69.5%-1.5pp

Annual return

23.69%

530.19%-506.5pp

176.29%-152.6pp

73.14%-49.5pp

Employer contribution / active EE

$2,778

$2,471+12.4%

$3,680-24.5%

$2,342+18.6%

Participant deferral / active EE

$4,988

$2,854+74.8%

$3,897+28.0%

$3,332+49.7%

Admin fee / account holder

$3,841-100.0%

$5,194-100.0%

$4,645-100.0%

JOHN G. JOHNSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN G. JOHNSON CONSTRUCTION COMPANY 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