Retirement plan

TUBBS MARINE SERVICE, INC. 401(K) PLAN

Name: TUBBS MARINE SERVICE, INC. - TUBBS MARINE SERVICE, INC. 401(K) PLAN (2016) Form 5500
Creator: TUBBS MARINE SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUBBS MARINE SERVICE, INC. 401(K) PLAN, TUBBS MARINE SERVICE, INC.

TUBBS MARINE SERVICE, INC.EIN 43-1027438Plan #001PY 2016

2955 PROJECT DRIVE - LONEDELL, MO 63060314-574-0957

Other plans on this EIN

1 filing

#002Retirement-$409K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$166K

+42.0% from 2015

Total participants

0.0% from 2015

Average account balance

$83,129

+42.0% from 2015

Annual return

10.16%

+11.70 pp from 2015

Benchmarks

See 877 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$381K

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1794

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$83,129

$163,687-49.2%

$108,745-23.6%

$273,972-69.7%

Participation rate

100.0%

82.3%+17.7pp

77.7%+22.3pp

83.0%+17.0pp

Annual return

10.16%

31.16%-21.0pp

46.22%-36.1pp

41.46%-31.3pp

Employer contribution / active EE

$1,137

$4,711-75.9%

$3,323-65.8%

$4,869-76.6%

Participant deferral / active EE

$17,500

$7,155+144.6%

$5,121+241.7%

$5,287+231.0%

Admin fee / account holder

$12,890-100.0%

$6,144-100.0%

$10,133-100.0%

TUBBS MARINE SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TUBBS MARINE SERVICE, INC. 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