Retirement plan

MOMENCE BOTTLE GAS SERVICE, INC. PROFIT SHARING PLAN

Name: MOMENCE BOTTLE GAS SERVICE, INC. - MOMENCE BOTTLE GAS SERVICE, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: MOMENCE BOTTLE GAS SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOMENCE BOTTLE GAS SERVICE, INC. PROFIT SHARING PLAN, MOMENCE BOTTLE GAS SERVICE, INC.

MOMENCE BOTTLE GAS SERVICE, INC.EIN 36-2422263Plan #002PY 2025

P.O. BOX 116 - MOMENCE, IL 60954815-472-4814LinkedIn1-10 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$744K

+20.3% from 2024

Total participants

0.0% from 2024

Average account balance

$82,625

+20.3% from 2024

Annual return

9.95%

-1.27 pp from 2024

Benchmarks

See 7,810 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort7,810 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$744K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

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

+9.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$469

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 codes2E2J3D

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.
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

$4K

$844 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.567%

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

$82,625

$213,785-61.4%

$185,441-55.4%

$155,188-46.8%

Participation rate

100.0%

83.2%+16.8pp

80.3%+19.7pp

80.8%+19.2pp

Annual return

9.95%

19.97%-10.0pp

20.16%-10.2pp

148.84%-138.9pp

Employer contribution / active EE

$1,209

$5,393-77.6%

$4,672-74.1%

$4,248-71.5%

Participant deferral / active EE

$11,578

$6,864+68.7%

$6,152+88.2%

$6,531+77.3%

Admin fee / account holder

$469

$21,134-97.8%

$17,890-97.4%

$14,480-96.8%

MOMENCE BOTTLE GAS SERVICE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOMENCE BOTTLE GAS SERVICE, INC. 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