Retirement plan

B.F. GRUDZIEN & ASSOCAITES, INC. PROFIT SHARING PLAN AND TRUST

Name: B.F. GRUDZIEN & ASSOCIATES, INC. - B.F. GRUDZIEN & ASSOCAITES, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: B.F. GRUDZIEN & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B.F. GRUDZIEN & ASSOCAITES, INC. PROFIT SHARING PLAN AND TRUST, B.F. GRUDZIEN & ASSOCIATES, INC.

B.F. GRUDZIEN & ASSOCIATES, INC.EIN 36-3335647Plan #002PY 2017

15 SPINNING WHEEL RD STE 20 - HINSDALE, IL 605212981630-887-7940LinkedIn1-10 employeespaper & forest products

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+26.5% from 2016

Total participants

+50.0% from 2016

Average account balance

$728,893

-15.7% from 2016

Annual return

25.47%

+22.76 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$1.6M

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+19.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39977

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 codes2E2G2J2R3D

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.
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

$728,893

$104,251+599.2%

$91,004+700.9%

$147,586+393.9%

Participation rate

100.0%

78.2%+21.8pp

75.6%+24.4pp

82.8%+17.2pp

Annual return

25.47%

27.06%-1.6pp

4.60%+20.9pp

578.59%-553.1pp

Employer contribution / active EE

$2,153

$3,116-30.9%

$2,456-12.3%

$4,876-55.9%

Participant deferral / active EE

$3,600

$4,195-14.2%

$3,548+1.5%

$5,439-33.8%

Admin fee / account holder

$8,948-100.0%

$5,417-100.0%

$10,886-100.0%

B.F. GRUDZIEN & ASSOCAITES, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

B.F. GRUDZIEN & ASSOCAITES, INC. PROFIT SHARING PLAN AND TRUST

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