Retirement plan

JOHN APUZZO, LLC 401(K) PLAN

Name: JOHN APUZZO, LLC - JOHN APUZZO, LLC 401(K) PLAN (2022) Form 5500
Creator: JOHN APUZZO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN APUZZO, LLC 401(K) PLAN, JOHN APUZZO, LLC

JOHN APUZZO, LLCEIN 46-4352159Plan #001PY 2022

224 VILLAGE POND ROAD - GUILFORD, CT 06437203-215-4464

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$122K

+2.6% from 2021

Total participants

+8.3% from 2021

Average account balance

$12,214

+2.6% from 2021

Annual return

-15.94%

-28.12 pp from 2021

Benchmarks

See 48,297 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,297 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$252K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2153

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 codes3D2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$200

$18 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.164%

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

$12,214

$133,983-90.9%

$112,244-89.1%

$134,493-90.9%

Participation rate

72.7%

78.6%-5.8pp

75.1%-2.3pp

81.2%-8.5pp

Annual return

-15.94%

47.13%-63.1pp

27.46%-43.4pp

418.01%-434.0pp

Employer contribution / active EE

$950

$4,039-76.5%

$3,635-73.9%

$4,740-80.0%

Participant deferral / active EE

$1,052

$5,291-80.1%

$4,728-77.7%

$6,400-83.6%

Admin fee / account holder

$20

$7,490-99.7%

$6,411-99.7%

$11,425-99.8%

JOHN APUZZO, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN APUZZO, LLC 401(K) 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