Retirement plan

JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: J.E. DUNN CONSTRUCTION GROUP, INC. - JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2023) Form 5500
Creator: J.E. DUNN CONSTRUCTION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, J.E. DUNN CONSTRUCTION GROUP, INC.

J.E. DUNN CONSTRUCTION GROUP, INC.EIN 43-1245330Plan #002PY 2023

1001 LOCUST STREET - KANSAS CITY, MO 641061904816-292-8548

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 24, 2023 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1001 Locust Street

Kansas City, MO 64106

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Plans declared (1)

JE Dunn Construction Supplemental Incentive Plan4,000 emp

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Total assets (EOY)

$429.4M

-33.3% from 2016

Total participants

3,507

-9.2% from 2016

Average account balance

$122,717

-26.5% from 2016

Annual return

28.58%

+1.77 pp from 2016

Benchmarks

See 531 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort531 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$620.59M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

3,732

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19.50M

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

+44.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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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 codes2I2K2O2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$19K

$6 / participant

Contract admin$19K100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,717

$88,479+38.7%

$96,543+27.1%

$80,187+53.0%

Participation rate

99.7%

79.9%+19.8pp

74.3%+25.4pp

72.9%+26.8pp

Annual return

28.58%

22.53%+6.0pp

35.75%-7.2pp

40.40%-11.8pp

Employer contribution / active EE

$5,727

$4,177+37.1%

$3,741+53.1%

$2,980+92.2%

Participant deferral / active EE

$3,961-100.0%

$4,880-100.0%

$5,016-100.0%

Admin fee / account holder

$211-97.5%

$6,737-99.9%

$145-96.3%

JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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