Retirement plan

CEDAR FALLS HEATING & AIR CONDITIONING, INC 401(K) PROFIT SHARING PLAN

Name: CEDAR FALLS HEATING & AIR CONDITIONING, INC - CEDAR FALLS HEATING & AIR CONDITIONING, INC 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: CEDAR FALLS HEATING & AIR CONDITIONING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEDAR FALLS HEATING & AIR CONDITIONING, INC 401(K) PROFIT SHARING PLAN, CEDAR FALLS HEATING & AIR CONDITIONING, INC

CEDAR FALLS HEATING & AIR CONDITIONING, INCEIN 39-1834883Plan #001PY 2021

E5590 708TH AVE - MENOMONIE, WI 54751715-235-7166cedarfallsheating.comLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

+22.1% from 2020

Total participants

+8.3% from 2020

Average account balance

$188,645

+11.0% from 2020

Annual return

16.39%

+5.66 pp from 2020

Benchmarks

See 44,728 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,728 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26847

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2J2F2G2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$188,645

$124,281+51.8%

$109,143+72.8%

$167,490+12.6%

Participation rate

81.8%

79.4%+2.4pp

75.9%+5.9pp

82.1%-0.3pp

Annual return

16.39%

26.04%-9.6pp

25.75%-9.4pp

478.56%-462.2pp

Employer contribution / active EE

$2,336

$4,207-44.5%

$3,722-37.2%

$4,837-51.7%

Participant deferral / active EE

$6,467

$5,255+23.1%

$4,653+39.0%

$6,341+2.0%

Admin fee / account holder

$7,970-100.0%

$6,752-100.0%

$12,309-100.0%

CEDAR FALLS HEATING & AIR CONDITIONING, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CEDAR FALLS HEATING & AIR CONDITIONING, INC 401(K) 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