Retirement plan

A & D BUILDING SUPPLY INC. PROFIT SHARING PLAN

Name: A & D BUILDING SUPPLY INC. - A & D BUILDING SUPPLY INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: A & D BUILDING SUPPLY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A & D BUILDING SUPPLY INC. PROFIT SHARING PLAN, A & D BUILDING SUPPLY INC.

A & D BUILDING SUPPLY INC.EIN 45-3251803Plan #002PY 2024

220 S LONG BEACH BLVD - COMPTON, CA 90221310-608-7758LinkedIn1-10 employeescomputer software

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$682K

+27.9% from 2023

Total participants

+12.5% from 2023

Average account balance

$75,759

+13.7% from 2023

Annual return

8.95%

-2.90 pp from 2023

Benchmarks

See 23,882 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,882 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$682K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.95%

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$75,759

$166,131-54.4%

$164,975-54.1%

$145,877-48.1%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

8.95%

100.37%-91.4pp

70.12%-61.2pp

551.28%-542.3pp

Employer contribution / active EE

$2,251

$5,276-57.3%

$4,343-48.2%

$4,663-51.7%

Participant deferral / active EE

$17,952

$6,962+157.9%

$6,033+197.5%

$6,691+168.3%

Admin fee / account holder

$16,648-100.0%

$12,688-100.0%

$13,402-100.0%

A & D BUILDING SUPPLY INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A & D BUILDING SUPPLY INC. 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