Retirement plan

GALCO INDUSTRIAL SAFETY AND SUPPLY, INC. RETIREMENT PLAN

Name: GALCO INDUSTRIAL SAFETY AND SUPPLY, INC. - GALCO INDUSTRIAL SAFETY AND SUPPLY, INC. RETIREMENT PLAN (2018) Form 5500
Creator: GALCO INDUSTRIAL SAFETY AND SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GALCO INDUSTRIAL SAFETY AND SUPPLY, INC. RETIREMENT PLAN, GALCO INDUSTRIAL SAFETY AND SUPPLY, INC.

GALCO INDUSTRIAL SAFETY AND SUPPLY, INC.EIN 45-3994392Plan #001PY 2018

2345 PRO TEC WAY - LOGANVILLE, GA 30052770-807-0333galcosafety.comLinkedIn1-10 employeeswholesale

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$511K

+24.8% from 2017

Total participants

-50.0% from 2017

Average account balance

$510,753

+24.8% from 2017

Annual return

24.81%

+13.56 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$870K

Not enough data

1 years with asset history on file

Average account balance

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

$870K

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.

33.3%

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

-5.19%

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$510,753

$135,639+276.6%

$110,241+363.3%

$135,382+277.3%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

24.81%

513.21%-488.4pp

314.75%-289.9pp

519.77%-495.0pp

Employer contribution / active EE

$4,907-100.0%

$3,827-100.0%

$4,779-100.0%

Participant deferral / active EE

$5,507-100.0%

$4,672-100.0%

$5,609-100.0%

Admin fee / account holder

$11,457-100.0%

$8,548-100.0%

$10,829-100.0%

GALCO INDUSTRIAL SAFETY AND SUPPLY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GALCO INDUSTRIAL SAFETY AND SUPPLY, INC. RETIREMENT 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