Retirement plan

BLOUNT HEATING AND AIR CONDITIONING INC 401(K) PLAN

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

BLOUNT HEATING AND AIR CONDITIONINGEIN 39-1214779Plan #001PY 2018

519 W WISCONSIN AVENUE - APPLETON, WI 54911920-739-4551blountheating.comLinkedIn11-50 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$755K

+14.5% from 2017

Total participants

0.0% from 2017

Average account balance

$75,532

+14.5% from 2017

Annual return

10.98%

-4.28 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23339

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 codes2E2F2G2J3D

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.

Expense breakdown

Schedule H Part II

Admin total

$631

$63 / participant

Other / not subdivided$631100.0%

% of EOY assets

0.084%

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

$75,532

$135,645-44.3%

$110,243-31.5%

$135,379-44.2%

Participation rate

90.0%

83.5%+6.5pp

79.8%+10.2pp

82.6%+7.4pp

Annual return

10.98%

513.24%-502.3pp

314.76%-303.8pp

519.79%-508.8pp

Employer contribution / active EE

$4,907-100.0%

$3,827-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,342

$5,507-57.5%

$4,672-49.9%

$5,609-58.2%

Admin fee / account holder

$63

$11,458-99.4%

$8,548-99.3%

$10,828-99.4%

BLOUNT HEATING AND AIR CONDITIONING INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLOUNT HEATING AND AIR CONDITIONING INC 401(K) 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