Retirement plan

TIM HART REAL ESTATE, INC., 401(K) PLAN

Name: TIM HART REAL ESTATE, INC. - TIM HART REAL ESTATE, INC., 401(K) PLAN (2016) Form 5500
Creator: TIM HART REAL ESTATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIM HART REAL ESTATE, INC., 401(K) PLAN, TIM HART REAL ESTATE, INC.

TIM HART REAL ESTATE, INC.EIN 35-2276385Plan #001PY 2016

P.O. BOX 10964 - BOZEMAN, MT 59719406-570-5730

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$206K

No prior year

Total participants

No prior year

Average account balance

$68,507

No prior year

Annual return

8.95%

No prior year

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16701

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 codes2E2G2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

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

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

$68,507

$215,361-68.2%

$171,082-60.0%

$273,972-75.0%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

8.95%

25.14%-16.2pp

32.56%-23.6pp

41.46%-32.5pp

Employer contribution / active EE

$16,046

$4,967+223.0%

$4,002+300.9%

$4,869+229.6%

Participant deferral / active EE

$24,325

$5,543+338.8%

$4,797+407.0%

$5,287+360.1%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

TIM HART REAL ESTATE, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TIM HART REAL ESTATE, INC., 401(K) 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