Retirement plan

UNIQUE PLUMBING COMPANY, INC. VIP PROFIT SHARING PLAN

Name: UNIQUE PLUMBING COMPANY, INC. - UNIQUE PLUMBING COMPANY, INC. VIP PROFIT SHARING PLAN (2024) Form 5500
Creator: UNIQUE PLUMBING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIQUE PLUMBING COMPANY, INC. VIP PROFIT SHARING PLAN, UNIQUE PLUMBING COMPANY, INC.

UNIQUE PLUMBING COMPANY, INC.EIN 36-2893910Plan #003PY 2024

9408 W. 47TH STREET - BROOKFIELD, IL 60513708-485-8860uniqueplbg.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.1M

+14.4% from 2023

Total participants

0.0% from 2023

Average account balance

$1,026,788

+14.4% from 2023

Annual return

10.60%

-6.28 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.11M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R3D

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).
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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,026,788

$88,754+1056.9%

$81,820+1154.9%

$145,877+603.9%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

10.60%

1031.77%-1021.2pp

777.93%-767.3pp

551.28%-540.7pp

Employer contribution / active EE

$18,623

$3,085+503.6%

$2,915+538.9%

$4,663+299.4%

Participant deferral / active EE

$15,250

$4,648+228.1%

$4,323+252.8%

$6,691+127.9%

Admin fee / account holder

$8,424-100.0%

$7,391-100.0%

$13,402-100.0%

UNIQUE PLUMBING COMPANY, INC. VIP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIQUE PLUMBING COMPANY, INC. VIP PROFIT SHARING 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