Retirement plan

A. HORN, INC. PROFIT SHARING PLAN AND TRUST

Name: A. HORN, INC. - A. HORN, INC. PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: A. HORN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A. HORN, INC. PROFIT SHARING PLAN AND TRUST, A. HORN, INC.

A. HORN, INC.EIN 36-2709241Plan #003PY 2019

125 HARRISON STREET - BARRINGTON, IL 600103006847-382-4170ahorninc.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+14.7% from 2018

Total participants

0.0% from 2018

Average account balance

$319,135

+14.7% from 2018

Annual return

15.35%

+21.50 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.51M

Not enough data

1 years with asset history on file

Average account balance

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

$501K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2686

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$153K

$25478 / participant

Other / not subdivided$153K100.0%

% of EOY assets

5.988%

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

$319,135

$107,363+197.2%

$92,909+243.5%

$152,897+108.7%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

15.35%

145.63%-130.3pp

109.44%-94.1pp

345.43%-330.1pp

Employer contribution / active EE

$20,000

$4,222+373.7%

$3,653+447.4%

$4,764+319.9%

Participant deferral / active EE

$4,848-100.0%

$4,238-100.0%

$5,851-100.0%

Admin fee / account holder

$19,109

$7,082+169.8%

$5,795+229.7%

$11,599+64.7%

A. HORN, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A. HORN, INC. PROFIT SHARING PLAN AND TRUST

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