Retirement plan

AUSTIN HEATING & AIR CONDITIONING COMPANY 401(K) PLAN

Name: AUSTIN HEATING & AIR CONDITIONING COMPANY - AUSTIN HEATING & AIR CONDITIONING COMPANY 401(K) PLAN (2018) Form 5500
Creator: AUSTIN HEATING & AIR CONDITIONING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUSTIN HEATING & AIR CONDITIONING COMPANY 401(K) PLAN, AUSTIN HEATING & AIR CONDITIONING COMPANY

AUSTIN HEATING & AIR CONDITIONING COMPANYEIN 38-3714295Plan #001PY 2018

708 BONHURST DRIVE - HOLLY SPRINGS, NC 27540919-625-6777

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$496K

+2.4% from 2017

Total participants

+33.3% from 2017

Average account balance

$124,040

-23.2% from 2017

Annual return

-7.24%

-17.36 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$194K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

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

+7.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1197

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 codes3D2F2G2J2E

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.
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

$124,040

$97,761+26.9%

$83,850+47.9%

$135,382-8.4%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-7.24%

1287.44%-1294.7pp

850.92%-858.2pp

519.77%-527.0pp

Employer contribution / active EE

$2,243

$4,222-46.9%

$3,631-38.2%

$4,779-53.1%

Participant deferral / active EE

$9,396

$4,682+100.7%

$4,082+130.2%

$5,609+67.5%

Admin fee / account holder

$6,674-100.0%

$5,478-100.0%

$10,829-100.0%

AUSTIN HEATING & AIR CONDITIONING COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AUSTIN HEATING & AIR CONDITIONING COMPANY 401(K) 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