Retirement plan

A.R. BROUWER CO, L.L.C. - PROFIT SHARING PLAN

Name: A.R. BROUWER CO., L.L.C. - A.R. BROUWER CO, L.L.C. - PROFIT SHARING PLAN (2018) Form 5500
Creator: A.R. BROUWER CO., L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.R. BROUWER CO, L.L.C. - PROFIT SHARING PLAN, A.R. BROUWER CO., L.L.C.

A.R. BROUWER CO., L.L.C.EIN 38-3393516Plan #003PY 2018

2830 BAKER ROAD SUITE 100 - DEXTER, MI 48130734-426-9980arbrouwer.comLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$960K

+1.1% from 2017

Total participants

+14.3% from 2017

Average account balance

$137,208

+1.1% from 2017

Annual return

-7.01%

-25.91 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$864

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 codes2E2J3D

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.
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.

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

$137,208

$138,076-0.6%

$123,553+11.1%

$135,380+1.4%

Participation rate

87.5%

84.7%+2.8pp

82.3%+5.2pp

82.6%+4.9pp

Annual return

-7.01%

153.70%-160.7pp

119.21%-126.2pp

519.81%-526.8pp

Employer contribution / active EE

$3,640

$5,152-29.3%

$4,628-21.3%

$4,779-23.8%

Participant deferral / active EE

$6,001

$6,800-11.7%

$6,426-6.6%

$5,609+7.0%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

A.R. BROUWER CO, L.L.C. - PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A.R. BROUWER CO, L.L.C. - 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