Retirement plan

GYLLING DATA MANAGEMENT, INC. PROFIT SHARING PLAN

Name: GYLLING DATA MANAGEMENT, INC. - GYLLING DATA MANAGEMENT, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: GYLLING DATA MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GYLLING DATA MANAGEMENT, INC. PROFIT SHARING PLAN, GYLLING DATA MANAGEMENT, INC.

GYLLING DATA MANAGEMENT, INC.EIN 46-0390313Plan #001PY 2018

405 MARTIN BLVD - BROOKINGS, SD 570064605605-692-4021gdmdata.comLinkedIn11-50 employeescomputer software

Other plans on this EIN

1 filing

#002Retirement-$883K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$914K

-52.6% from 2017

Total participants

0.0% from 2017

Average account balance

$130,543

-52.6% from 2017

Annual return

8.88%

-5.77 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.24M

Not enough data

1 years with asset history on file

Average account balance

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

$471K

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

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+19.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$611

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$184024 / participant

Other / not subdivided$1M100.0%

% of EOY assets

140.968%

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

$130,543

$97,020+34.6%

$83,322+56.7%

$135,379-3.6%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

8.88%

12.31%-3.4pp

10.64%-1.8pp

519.79%-510.9pp

Employer contribution / active EE

$4,567

$4,144+10.2%

$3,379+35.2%

$4,779-4.4%

Participant deferral / active EE

$9,699

$5,964+62.6%

$5,565+74.3%

$5,609+72.9%

Admin fee / account holder

$184,024

$8,426+2084.0%

$7,540+2340.7%

$10,828+1599.5%

GYLLING DATA MANAGEMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GYLLING DATA MANAGEMENT, INC. PROFIT SHARING PLAN

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