Retirement plan

H W MOLTHAN & SON INC 401(K) PROFIT SHARING PLAN & TRUST

Name: H W MOLTHAN & SON INC - H W MOLTHAN & SON INC 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: H W MOLTHAN & SON INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H W MOLTHAN & SON INC 401(K) PROFIT SHARING PLAN & TRUST, H W MOLTHAN & SON INC

H W MOLTHAN & SON INCEIN 36-3324218Plan #001PY 2023

22813 CHALLENGER RD. - FRANKFORT, IL 60423815-469-0232hwmolthanandson.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$183K

+58.0% from 2022

Total participants

0.0% from 2022

Average account balance

$36,682

+26.4% from 2022

Annual return

23.43%

+44.45 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$331K

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$120

$20 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.065%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,682

$96,635-62.0%

$86,612-57.6%

$139,434-73.7%

Participation rate

83.3%

74.4%+8.9pp

71.7%+11.6pp

80.3%+3.0pp

Annual return

23.43%

106.41%-83.0pp

591.07%-567.6pp

372.94%-349.5pp

Employer contribution / active EE

$2,404

$3,263-26.3%

$3,022-20.5%

$4,751-49.4%

Participant deferral / active EE

$4,282

$4,836-11.5%

$4,438-3.5%

$6,710-36.2%

Admin fee / account holder

$24

$6,408-99.6%

$5,614-99.6%

$11,403-99.8%

H W MOLTHAN & SON INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H W MOLTHAN & SON INC 401(K) PROFIT SHARING PLAN & 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