Retirement plan

GFI PROFIT SHARING PLAN 4005 STUART ANDREW BLVD CHARLOTTE

Name: GILBERT FOODSERVICE, INC GILBERT MOORE, PRESIDENT - GFI PROFIT SHARING PLAN 4005 STUART ANDREW BLVD CHARLOTTE (2015) Form 5500
Creator: GILBERT FOODSERVICE, INC GILBERT MOORE, PRESIDENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GFI PROFIT SHARING PLAN 4005 STUART ANDREW BLVD CHARLOTTE, GILBERT FOODSERVICE, INC GILBERT MOORE, PRESIDENT

GILBERT FOODSERVICE, INC GILBERT MOORE, PRESIDENTEIN 46-1947067Plan #001PY 2015

4005 STUART ANDREW BLVD - CHARLOTTE, NC 28217704-529-1800

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$80,468

No prior year

Annual return

46.99%

No prior year

Benchmarks

See 8,334 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,334 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.79M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

112.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$464K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3367

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 codes2J3D

Plan features

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

$105K

$4200 / participant

Other / not subdivided$105K100.0%

% of EOY assets

5.220%

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

$80,468

$65,704+22.5%

$94,229-14.6%

$59,633+34.9%

Participation rate

100.0%

72.1%+27.9pp

78.8%+21.2pp

68.7%+31.3pp

Annual return

46.99%

5.22%+41.8pp

10.68%+36.3pp

2041.45%-1994.5pp

Employer contribution / active EE

$5,926

$2,021+193.3%

$3,587+65.2%

$2,203+169.0%

Participant deferral / active EE

$7,006

$3,143+122.9%

$4,320+62.2%

$3,192+119.5%

Admin fee / account holder

$4,200

$4,265-1.5%

$6,269-33.0%

$4,297-2.3%

GFI PROFIT SHARING PLAN 4005 STUART ANDREW BLVD CHARLOTTE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GFI PROFIT SHARING PLAN 4005 STUART ANDREW BLVD CHARLOTTE

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