Retirement plan

J. TROCKMAN & SONS, INC. UNION EMPLOYEES 401(K) PLAN

Name: J. TROCKMAN & SONS, INC. - J. TROCKMAN & SONS, INC. UNION EMPLOYEES 401(K) PLAN (2022) Form 5500
Creator: J. TROCKMAN & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. TROCKMAN & SONS, INC. UNION EMPLOYEES 401(K) PLAN, J. TROCKMAN & SONS, INC.

J. TROCKMAN & SONS, INC.EIN 35-1725938Plan #002PY 2022

1017 BAYSE - EVANSVILLE, IN 47714812-425-5271LinkedIn1-10 employeeswholesale

Other plans on this EIN

1 filing

#001Retirement-$4.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$303K

+26.9% from 2021

Total participants

0.0% from 2021

Average account balance

$21,657

+26.9% from 2021

Annual return

-15.26%

-31.94 pp from 2021

Benchmarks

See 23,480 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,480 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$693K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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

$114K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5870

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$171 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.792%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,657

$142,344-84.8%

$119,609-81.9%

$134,475-83.9%

Participation rate

100.0%

82.8%+17.2pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-15.26%

-12.44%-2.8pp

-14.97%-0.3pp

417.96%-433.2pp

Employer contribution / active EE

$4,759

$5,222-8.9%

$4,232+12.5%

$4,740+0.4%

Participant deferral / active EE

$2,438

$6,469-62.3%

$5,602-56.5%

$6,400-61.9%

Admin fee / account holder

$171

$13,584-98.7%

$10,323-98.3%

$11,426-98.5%

J. TROCKMAN & SONS, INC. UNION EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. TROCKMAN & SONS, INC. UNION EMPLOYEES 401(K) 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