Retirement plan

JOHN SAKASH CO., INC. EMPLOYEES PROFIT SHARING PLAN

Name: JOHN SAKASH CO., INC. - JOHN SAKASH CO., INC. EMPLOYEES PROFIT SHARING PLAN (2018) Form 5500
Creator: JOHN SAKASH CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN SAKASH CO., INC. EMPLOYEES PROFIT SHARING PLAN, JOHN SAKASH CO., INC.

JOHN SAKASH CO., INC.EIN 36-2392705Plan #001PY 2018

700 WALNUT STREET - ELMHURST, IL 60126630-833-3940LinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.1M

-2.5% from 2017

Total participants

-4.3% from 2017

Average account balance

$224,624

+1.9% from 2017

Annual return

2.48%

-14.65 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.50M

Not enough data

1 years with asset history on file

Average account balance

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

$269K

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

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+26.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3598

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$682K

$17498 / participant

Other / not subdivided$682K100.0%

% of EOY assets

6.751%

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

$224,624

$57,352+291.7%

$83,831+167.9%

$64,173+250.0%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

2.48%

11.38%-8.9pp

850.99%-848.5pp

7.63%-5.2pp

Employer contribution / active EE

$1,282

$2,546-49.6%

$3,631-64.7%

$2,381-46.2%

Participant deferral / active EE

$2,993-100.0%

$4,082-100.0%

$3,470-100.0%

Admin fee / account holder

$15,165

$4,046+274.8%

$5,479+176.8%

$4,887+210.3%

JOHN SAKASH CO., INC. EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN SAKASH CO., INC. EMPLOYEES 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