Retirement plan

HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN

Name: HARTELCO, INC. - HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: HARTELCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN, HARTELCO, INC.

HARTELCO, INC.EIN 47-0813404Plan #001PY 2018

P.O. BOX 157 - HARTINGTON, NE 687390157402-254-3901hartel.netLinkedIn11-50 employeestelecommunications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$835K

+7.4% from 2017

Total participants

0.0% from 2017

Average account balance

$75,927

+7.4% from 2017

Annual return

2.30%

-14.60 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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 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

$3K

$321 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.307%

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

$75,927

$97,020-21.7%

$83,327-8.9%

$135,380-43.9%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

2.30%

12.31%-10.0pp

10.64%-8.3pp

519.81%-517.5pp

Employer contribution / active EE

$2,060

$4,144-50.3%

$3,379-39.0%

$4,779-56.9%

Participant deferral / active EE

$3,162

$5,964-47.0%

$5,565-43.2%

$5,609-43.6%

Admin fee / account holder

$233

$8,426-97.2%

$7,540-96.9%

$10,828-97.8%

HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTELCO, INC. & ITS SUBSIDIARIES 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