Retirement plan

JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Name: JELINEK HARDWARE COMPANY - JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: JELINEK HARDWARE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN, JELINEK HARDWARE COMPANY

JELINEK HARDWARE COMPANYEIN 47-0462796Plan #001PY 2020

1704 WEST 3RD STREET - GRAND ISLAND, NE 68803308-382-0897LinkedIn51-200 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+10.8% from 2019

Total participants

110

-7.6% from 2019

Average account balance

$74,475

+23.4% from 2019

Annual return

15.90%

-4.89 pp from 2019

Benchmarks

See 9,302 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,302 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.24M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

103

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.

108.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14122

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

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY4 years Service code 15 · EIN 01-0233346	Recordkeeping	$854
EDWARD JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811	Advisory (Participants)	$0
WILSHIRE ASSOCIATES INCORPORATED4 years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2G2J3D

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.
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

$854

$9 / participant

Other / not subdivided$854100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RING AUDITING AND ACCOUNTING
Auditor EIN: 473311568
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,475

$65,041+14.5%

$90,965-18.1%

$79,858-6.7%

Participation rate

95.9%

61.6%+34.3pp

69.0%+26.9pp

69.6%+26.3pp

Annual return

15.90%

30.45%-14.6pp

134.57%-118.7pp

31.72%-15.8pp

Employer contribution / active EE

$3,385

$1,247+171.4%

$2,122+59.5%

$2,471+37.0%

Participant deferral / active EE

$1,130

$2,512-55.0%

$3,373-66.5%

$3,740-69.8%

Admin fee / account holder

$4,536-99.8%

$5,960-99.9%

$5,306-99.8%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Service code 15 · EIN 01-0233346

Recordkeeping

$854

EDWARD JONES4 years

Filed as: EDWARD D. JONES & CO., L.P.

Service code 26 · EIN 43-0345811

Advisory (Participants)

WILSHIRE ASSOCIATES INCORPORATED4 years

Filed as: WILSHIRE ASSOCIATES INC

Service code 26 · EIN 95-2755361

Advisory (Participants)

JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JELINEK HARDWARE COMPANY SAFE HARBOR 401(K) 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