Retirement plan

ED MILLER & SONS, INC. PROFIT SHARING PLAN

Name: ED MILLER & SONS, INC. - ED MILLER & SONS, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: ED MILLER & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ED MILLER & SONS, INC. PROFIT SHARING PLAN, ED MILLER & SONS, INC.

ED MILLER & SONS, INC.EIN 47-0635591Plan #005PY 2019

15426 WEST CENTER ROAD - OMAHA, NE 68144402-333-2003

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.2M

+18.7% from 2018

Total participants

+12.5% from 2018

Average account balance

$769,224

+18.7% from 2018

Annual return

14.82%

+18.55 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.85M

Not enough data

1 years with asset history on file

Average account balance

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

$809K

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

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+11.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$769,224

$226,135+240.2%

$182,558+321.4%

$152,909+403.1%

Participation rate

87.5%

82.5%+5.0pp

78.0%+9.5pp

82.5%+5.0pp

Annual return

14.82%

192.60%-177.8pp

148.59%-133.8pp

345.46%-330.6pp

Employer contribution / active EE

$25,218

$4,979+406.5%

$4,076+518.7%

$4,764+429.4%

Participant deferral / active EE

$6,371-100.0%

$5,526-100.0%

$5,851-100.0%

Admin fee / account holder

$10,707-100.0%

$8,594-100.0%

$11,601-100.0%

ED MILLER & SONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ED MILLER & SONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion