Retirement plan

CHRIST BROTHERS ASPHALT, INC. PROFIT SHARING PLAN

Name: CHRIST BROS. ASPHALT, INC. - CHRIST BROTHERS ASPHALT, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: CHRIST BROS. ASPHALT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRIST BROTHERS ASPHALT, INC. PROFIT SHARING PLAN, CHRIST BROS. ASPHALT, INC.

CHRIST BROS. ASPHALT, INC.EIN 37-1196635Plan #001PY 2019

820 SOUTH FRITZ STREET - LEBANON, IL 62254618-537-6190LinkedIn11-50 employeesconstruction

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$12.4M

+26.2% from 2018

Total participants

+5.3% from 2018

Average account balance

$309,908

+19.9% from 2018

Annual return

20.32%

+27.83 pp from 2018

Benchmarks

See 15,814 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,814 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.33M

Not enough data

1 years with asset history on file

Average account balance

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

$482K

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$688K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$600

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 codes2E2F2G2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$309,908

$65,361+374.1%

$92,903+233.6%

$72,983+324.6%

Participation rate

100.0%

68.3%+31.7pp

76.0%+24.0pp

69.5%+30.5pp

Annual return

20.32%

42.11%-21.8pp

109.43%-89.1pp

81.01%-60.7pp

Employer contribution / active EE

$15,949

$2,594+514.8%

$3,653+336.6%

$2,440+553.7%

Participant deferral / active EE

$3,128-100.0%

$4,238-100.0%

$3,608-100.0%

Admin fee / account holder

$4,251-100.0%

$5,795-100.0%

$5,124-100.0%

CHRIST BROTHERS ASPHALT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHRIST BROTHERS ASPHALT, INC. PROFIT SHARING 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