Retirement plan

JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN

Name: JANSSEN AND SPAANS ENGINEERING, INC. - JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN (2015) Form 5500
Creator: JANSSEN AND SPAANS ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN, JANSSEN AND SPAANS ENGINEERING, INC.

JANSSEN AND SPAANS ENGINEERING, INC.EIN 35-1822431Plan #001PY 2015

9120 HARRISON PARK COURT - INDIANAPOLIS, IN 462162108317-254-9686

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$7.8M

No prior year

Total participants

122

No prior year

Average account balance

$64,033

No prior year

Annual return

1.91%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.58M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

118

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

$494K

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

+4.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7472

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 codes2E2F2H2J2O2Q3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
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 retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$141 / participant

Investment mgmt$7K100.0%

% of EOY assets

0.088%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALERDING GROUP
Auditor EIN: 352043580
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,033

$72,177-11.3%

$115,037-44.3%

$59,633+7.4%

Participation rate

100.0%

72.6%+27.4pp

81.4%+18.6pp

68.7%+31.3pp

Annual return

1.91%

12.02%-10.1pp

26.14%-24.2pp

2041.40%-2039.5pp

Employer contribution / active EE

$2,506

$2,841-11.8%

$4,608-45.6%

$2,203+13.8%

Participant deferral / active EE

$5,021

$4,783+5.0%

$6,026-16.7%

$3,192+57.3%

Admin fee / account holder

$57

$4,927-98.9%

$8,175-99.3%

$4,297-98.7%

JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JANSSEN AND SPAANS ENGINEERING, INC. EMPLOYEES' STOCK OWNERSHIP 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