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 (2019) 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 2019

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$805K

+6.6% from 2018

Total participants

0.0% from 2018

Average account balance

$73,202

-3.1% from 2018

Annual return

2.93%

-8.05 pp from 2018

Benchmarks

See 22,309 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,309 peers

Snapshot2019

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$695

$70 / participant

Other / not subdivided$695100.0%

% of EOY assets

0.086%

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

$73,202

$152,592-52.0%

$125,180-41.5%

$152,885-52.1%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

2.93%

54.84%-51.9pp

43.79%-40.9pp

345.39%-342.5pp

Employer contribution / active EE

$4,947-100.0%

$3,866-100.0%

$4,763-100.0%

Participant deferral / active EE

$2,778

$5,868-52.7%

$4,937-43.7%

$5,851-52.5%

Admin fee / account holder

$63

$13,435-99.5%

$9,703-99.3%

$11,598-99.5%

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