Retirement plan

P & M OIL, INC. 401K PLAN

Name: P & M OIL INC - P & M OIL, INC. 401K PLAN (2019) Form 5500
Creator: P & M OIL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P & M OIL, INC. 401K PLAN, P & M OIL INC

P & M OIL INCEIN 37-1341189Plan #001PY 2019

2212 EAST 1800TH AVENUE - ST. ELMO, IL 62458618-829-5453LinkedIn1-10 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$435K

+35.8% from 2018

Total participants

+28.6% from 2018

Average account balance

$48,363

+5.7% from 2018

Annual return

19.38%

+24.80 pp from 2018

Benchmarks

See 1,730 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,730 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+9.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13590

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 codes2E2G2J3D

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.
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

$155

$31 / participant

Other / not subdivided$155100.0%

% of EOY assets

0.036%

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

$48,363

$171,272-71.8%

$127,803-62.2%

$152,897-68.4%

Participation rate

100.0%

83.5%+16.5pp

79.0%+21.0pp

82.5%+17.5pp

Annual return

19.38%

23.54%-4.2pp

26.14%-6.8pp

345.43%-326.0pp

Employer contribution / active EE

$2,087

$5,451-61.7%

$4,576-54.4%

$4,764-56.2%

Participant deferral / active EE

$8,463

$7,043+20.2%

$6,023+40.5%

$5,851+44.6%

Admin fee / account holder

$17

$14,540-99.9%

$9,399-99.8%

$11,599-99.9%

P & M OIL, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

P & M OIL, INC. 401K 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