Retirement plan

TOM AHL CHRYSLER BUICK, INC. 401K PROFIT SHARING PLAN

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

TOM AHL CHRYSLER BUICK, INC.EIN 34-1151496Plan #001PY 2017

617 KING AVENUE - LIMA, OH 45805419-227-0202LinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.3M

+23.2% from 2016

Total participants

117

+2.6% from 2016

Average account balance

$88,350

+20.1% from 2016

Annual return

19.90%

+11.94 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.40M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

117

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

$935K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11024

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$303K

$2593 / participant

Other / not subdivided$303K100.0%

% of EOY assets

2.934%

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

$88,350

$51,466+71.7%

$78,778+12.2%

$62,293+41.8%

Participation rate

100.0%

59.8%+40.2pp

69.2%+30.8pp

69.5%+30.5pp

Annual return

19.90%

19.96%-0.1pp

35.62%-15.7pp

28.90%-9.0pp

Employer contribution / active EE

$1,266

$827+53.0%

$1,986-36.3%

$2,042-38.0%

Participant deferral / active EE

$3,722

$2,147+73.3%

$2,958+25.8%

$3,169+17.4%

Admin fee / account holder

$2,593

$489+429.8%

$5,134-49.5%

$479+440.9%

TOM AHL CHRYSLER BUICK, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOM AHL CHRYSLER BUICK, 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