Retirement plan

U.S. PETROLON INDUSTRIAL, INC. 401(K) PROFIT SHARING PLAN

Name: U.S. PETROLON INDUSTRIAL, INC. - U.S. PETROLON INDUSTRIAL, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: U.S. PETROLON INDUSTRIAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. PETROLON INDUSTRIAL, INC. 401(K) PROFIT SHARING PLAN, U.S. PETROLON INDUSTRIAL, INC.

U.S. PETROLON INDUSTRIAL, INC.EIN 47-0648716Plan #002PY 2024

447 N 66TH STREET, SUITE 3 - LINCOLN, NE 68505402-423-6375

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.9M

+18.2% from 2023

Total participants

+4.8% from 2023

Average account balance

$314,937

+12.9% from 2023

Annual return

12.07%

-3.20 pp from 2023

Benchmarks

See 8,614 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,614 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.93M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$364K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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 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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$149 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.037%

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

$314,937

$125,237+151.5%

$105,608+198.2%

$145,877+115.9%

Participation rate

100.0%

77.7%+22.3pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

12.07%

225.76%-213.7pp

116.50%-104.4pp

551.28%-539.2pp

Employer contribution / active EE

$13,887

$3,720+273.3%

$3,167+338.5%

$4,663+197.8%

Participant deferral / active EE

$7,512

$5,711+31.5%

$5,010+49.9%

$6,691+12.3%

Admin fee / account holder

$115

$17,287-99.3%

$11,028-99.0%

$13,402-99.1%

U.S. PETROLON INDUSTRIAL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. PETROLON INDUSTRIAL, INC. 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