Retirement plan

NEW YORK GEOMATICS INC. 401(K) PROFIT SHARING PLAN

Name: NEW YORK GEOMATICS INC. - NEW YORK GEOMATICS INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: NEW YORK GEOMATICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW YORK GEOMATICS INC. 401(K) PROFIT SHARING PLAN, NEW YORK GEOMATICS INC.

NEW YORK GEOMATICS INC.EIN 45-5590859Plan #002PY 2017

46-01 39TH AVENUE, SUITE 421 - SUNNYSIDE, NY 11104212-798-7744newyorkgeomatics.comLinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$933K assets

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$163K

No prior year

Total participants

No prior year

Average account balance

$27,145

No prior year

Annual return

1.17%

No prior year

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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

-51.48%

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$27,145

$101,063-73.1%

$81,473-66.7%

$147,586-81.6%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

1.17%

32.41%-31.2pp

38.78%-37.6pp

578.59%-577.4pp

Employer contribution / active EE

$8,925

$3,206+178.4%

$2,568+247.5%

$4,876+83.0%

Participant deferral / active EE

$4,242-100.0%

$3,537-100.0%

$5,439-100.0%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,886-100.0%

NEW YORK GEOMATICS INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEW YORK GEOMATICS INC. 401(K) 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