Retirement plan

JENNINGS IMPLEMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Name: JENNINGS IMPLEMENT COMPANY - JENNINGS IMPLEMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: JENNINGS IMPLEMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JENNINGS IMPLEMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST, JENNINGS IMPLEMENT COMPANY

JENNINGS IMPLEMENT COMPANYEIN 37-0920690Plan #001PY 2018

401 SOUTH WASHINGTON - BEMENT, IL 61813217-678-2431jenningsbement.comLinkedIn1-10 employeesretail

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

-0.6% from 2017

Total participants

+10.0% from 2017

Average account balance

$166,271

-0.6% from 2017

Annual return

-4.29%

-27.62 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.29M

Not enough data

1 years with asset history on file

Average account balance

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

$548K

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

$58K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4945

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$154 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.093%

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

$166,271

$135,639+22.6%

$110,241+50.8%

$135,382+22.8%

Participation rate

90.0%

83.5%+6.5pp

79.8%+10.2pp

82.6%+7.4pp

Annual return

-4.29%

513.21%-517.5pp

314.75%-319.0pp

519.77%-524.1pp

Employer contribution / active EE

$2,458

$4,907-49.9%

$3,827-35.8%

$4,779-48.6%

Participant deferral / active EE

$3,871

$5,507-29.7%

$4,672-17.2%

$5,609-31.0%

Admin fee / account holder

$154

$11,457-98.7%

$8,548-98.2%

$10,829-98.6%

JENNINGS IMPLEMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JENNINGS IMPLEMENT COMPANY 401(K) 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