Retirement plan

STINCHCOMB ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Name: STINCHCOMB ASSOCIATES, INC. - STINCHCOMB ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: STINCHCOMB ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STINCHCOMB ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST, STINCHCOMB ASSOCIATES, INC.

STINCHCOMB ASSOCIATES, INC.EIN 34-1657549Plan #001PY 2019

118 E. ADAMS ST. - SANDUSKY, OH 44870419-609-2233stinchcombassociates.comLinkedIn51-200 employeesretail

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$500K

+32.6% from 2018

Total participants

+6.7% from 2018

Average account balance

$31,254

+24.3% from 2018

Annual return

17.40%

+27.26 pp from 2018

Benchmarks

See 18,795 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,795 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

15.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$235K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$884

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

+18.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2855

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$128 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.410%

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

$31,254

$106,905-70.8%

$84,020-62.8%

$152,885-79.6%

Participation rate

100.0%

75.2%+24.8pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

17.40%

105.00%-87.6pp

71.31%-53.9pp

345.39%-328.0pp

Employer contribution / active EE

$1,496

$2,735-45.3%

$1,984-24.6%

$4,763-68.6%

Participant deferral / active EE

$2,210

$4,012-44.9%

$3,239-31.8%

$5,851-62.2%

Admin fee / account holder

$128

$8,287-98.5%

$6,101-97.9%

$11,598-98.9%

STINCHCOMB ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STINCHCOMB ASSOCIATES, INC. PROFIT SHARING PLAN AND 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