Retirement plan

L.W. CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

Name: L.W. CONTRACTORS, INC. - L.W. CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: L.W. CONTRACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L.W. CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN, L.W. CONTRACTORS, INC.

L.W. CONTRACTORS, INC.EIN 37-1097320Plan #001PY 2017

123 GREEN PARK DRIVE - COLLINSVILLE, IL 62234618-344-6353lwcontractors.comLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+25.4% from 2016

Total participants

+12.5% from 2016

Average account balance

$148,224

+11.4% from 2016

Annual return

18.66%

+4.90 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$731K

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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

$6K

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

+12.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2733

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 codes2E2F2J3D

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).
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.
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

$2K

$214 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.144%

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

$148,224

$106,008+39.8%

$92,240+60.7%

$147,586+0.4%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

18.66%

50.05%-31.4pp

176.29%-157.6pp

578.59%-559.9pp

Employer contribution / active EE

$2,608

$4,333-39.8%

$3,680-29.1%

$4,876-46.5%

Participant deferral / active EE

$5,328

$4,478+19.0%

$3,897+36.7%

$5,439-2.0%

Admin fee / account holder

$214

$6,333-96.6%

$5,194-95.9%

$10,886-98.0%

L.W. CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L.W. CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

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