Retirement plan

DENNIS JOSKI TRUCKING, LLC 401(K) PLAN

Name: DENNIS JOSKI TRUCKING, LLC - DENNIS JOSKI TRUCKING, LLC 401(K) PLAN (2019) Form 5500
Creator: DENNIS JOSKI TRUCKING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENNIS JOSKI TRUCKING, LLC 401(K) PLAN, DENNIS JOSKI TRUCKING, LLC

DENNIS JOSKI TRUCKING, LLCEIN 39-1871496Plan #001PY 2019

107 W MAIN ST - LITTLE CHUTE, WI 54140920-866-3491

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$451K

+60.3% from 2018

Total participants

+11.5% from 2018

Average account balance

$25,081

+24.7% from 2018

Annual return

26.37%

+37.67 pp from 2018

Benchmarks

See 3,674 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,674 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$189K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5150

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$52 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.288%

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

$25,081

$55,713-55.0%

$75,901-67.0%

$72,975-65.6%

Participation rate

56.0%

61.1%-5.1pp

69.3%-13.3pp

69.5%-13.5pp

Annual return

26.37%

27.60%-1.2pp

30.76%-4.4pp

81.01%-54.6pp

Employer contribution / active EE

$1,018

$1,687-39.7%

$2,501-59.3%

$2,440-58.3%

Participant deferral / active EE

$2,857

$2,634+8.5%

$3,603-20.7%

$3,608-20.8%

Admin fee / account holder

$72

$3,980-98.2%

$5,420-98.7%

$5,124-98.6%

DENNIS JOSKI TRUCKING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENNIS JOSKI TRUCKING, LLC 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