Retirement plan

ABBEY PAVING & SEALCOATING, CO. EMPLOYEE STOCK OWNERSHIP PLAN

Name: ABBEY PAVING & SEALCOATING, INC. - ABBEY PAVING & SEALCOATING, CO. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: ABBEY PAVING & SEALCOATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABBEY PAVING & SEALCOATING, CO. EMPLOYEE STOCK OWNERSHIP PLAN, ABBEY PAVING & SEALCOATING, INC.

ABBEY PAVING & SEALCOATING, INC.EIN 36-3181369Plan #002PY 2017

1949 COUNTY LINE ROAD - AURORA, IL 60502630-585-7220abbey-paving.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$5.8M assets

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$31.2M

+44.4% from 2016

Total participants

140

+50.5% from 2016

Average account balance

$222,943

-4.1% from 2016

Annual return

42.67%

+52.38 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44.94M

Not enough data

1 years with asset history on file

Average account balance

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

$290K

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.

155

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.61%

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

1 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 codes2A2E2P2Q

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SIKICH
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$222,943

$58,726+279.6%

$92,240+141.7%

$62,293+257.9%

Participation rate

100.0%

68.3%+31.7pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

42.67%

43.62%-0.9pp

176.29%-133.6pp

28.90%+13.8pp

Employer contribution / active EE

$7,029

$2,392+193.9%

$3,680+91.0%

$2,042+244.2%

Participant deferral / active EE

$2,766-100.0%

$3,897-100.0%

$3,169-100.0%

Admin fee / account holder

$556-100.0%

$5,194-100.0%

$479-100.0%

ABBEY PAVING & SEALCOATING, CO. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ABBEY PAVING & SEALCOATING, CO. EMPLOYEE STOCK OWNERSHIP 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