Retirement plan

POOL PLASTERING REPAIRS BY E 401 K PROFIT SHARING PLAN TRUST

Name: POOL PLASTERING & REPAIRS BY E - POOL PLASTERING REPAIRS BY E 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: POOL PLASTERING & REPAIRS BY E
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POOL PLASTERING REPAIRS BY E 401 K PROFIT SHARING PLAN TRUST, POOL PLASTERING & REPAIRS BY E

POOL PLASTERING & REPAIRS BY EEIN 46-4516232Plan #001PY 2018

3803 LAUDER ROAD - HOUSTON, TX 77039281-590-5656

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$61K

+61.7% from 2017

Total participants

0.0% from 2017

Average account balance

$12,127

+61.7% from 2017

Annual return

-8.33%

-35.52 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$111K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$362

$91 / participant

Other / not subdivided$362100.0%

% of EOY assets

0.597%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,127

$95,193-87.3%

$76,523-84.2%

$135,375-91.0%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-8.33%

4.85%-13.2pp

-0.27%-8.1pp

519.73%-528.1pp

Employer contribution / active EE

$2,463

$3,302-25.4%

$2,647-7.0%

$4,779-48.5%

Participant deferral / active EE

$4,104

$4,639-11.5%

$3,835+7.0%

$5,609-26.8%

Admin fee / account holder

$72

$6,249-98.8%

$4,848-98.5%

$10,827-99.3%

POOL PLASTERING REPAIRS BY E 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POOL PLASTERING REPAIRS BY E 401 K PROFIT SHARING PLAN TRUST

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