Retirement plan

JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Name: JOHN A. JURGIEL & ASSOCIATES, INC. - JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: JOHN A. JURGIEL & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST, JOHN A. JURGIEL & ASSOCIATES, INC.

JOHN A. JURGIEL & ASSOCIATES, INC.EIN 43-1131146Plan #001PY 2024

123 NORTH MAIN STREET - ST. CHARLES, MO 63301636-757-3060jurgiel.comLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+18.4% from 2023

Total participants

+6.7% from 2023

Average account balance

$290,134

+8.5% from 2023

Annual return

12.98%

-6.72 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.48M

Not enough data

1 years with asset history on file

Average account balance

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

$290K

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.

73.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$102

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 codes2E2F2G2J2T3D

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$82 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.035%

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

$290,134

$160,040+81.3%

$147,096+97.2%

$145,877+98.9%

Participation rate

73.3%

84.0%-10.7pp

82.2%-8.8pp

80.3%-7.0pp

Annual return

12.98%

98.49%-85.5pp

419.75%-406.8pp

551.28%-538.3pp

Employer contribution / active EE

$4,116

$5,289-22.2%

$4,936-16.6%

$4,663-11.7%

Participant deferral / active EE

$6,456

$8,429-23.4%

$8,071-20.0%

$6,691-3.5%

Admin fee / account holder

$102

$15,050-99.3%

$13,005-99.2%

$13,402-99.2%

JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN A. JURGIEL & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

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