Retirement plan

ENGINEERED MECHANICAL SALES RETIREMENT PLAN

Name: ENGINEERED MECHANICAL SALES, CORP. - ENGINEERED MECHANICAL SALES RETIREMENT PLAN (2023) Form 5500
Creator: ENGINEERED MECHANICAL SALES, CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENGINEERED MECHANICAL SALES RETIREMENT PLAN, ENGINEERED MECHANICAL SALES, CORP.

ENGINEERED MECHANICAL SALES, CORP.EIN 46-3348988Plan #001PY 2023

604 RYAN AVE BLDG S4 - WESTVILLE, NJ 08093856-879-2627LinkedIn1-10 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$854K

+23.6% from 2022

Total participants

0.0% from 2022

Average account balance

$213,499

+23.6% from 2022

Annual return

14.12%

+37.28 pp from 2022

Benchmarks

See 1,330 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,330 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$384K

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

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$121

$30 / participant

Other / not subdivided$121100.0%

% of EOY assets

0.014%

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

$213,499

$154,467+38.2%

$130,270+63.9%

$139,487+53.1%

Participation rate

100.0%

79.9%+20.1pp

76.3%+23.7pp

80.3%+19.7pp

Annual return

14.12%

30.58%-16.5pp

38.89%-24.8pp

373.84%-359.7pp

Employer contribution / active EE

$3,925

$5,175-24.2%

$4,128-4.9%

$4,755-17.5%

Participant deferral / active EE

$12,510

$8,497+47.2%

$6,797+84.1%

$6,713+86.4%

Admin fee / account holder

$30

$9,222-99.7%

$6,022-99.5%

$11,407-99.7%

ENGINEERED MECHANICAL SALES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENGINEERED MECHANICAL SALES RETIREMENT 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