Retirement plan

PROTECH ROOFING, LLC PROFIT SHARING PLAN

Name: PROTECH ROOFING, LLC - PROTECH ROOFING, LLC PROFIT SHARING PLAN (2021) Form 5500
Creator: PROTECH ROOFING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROTECH ROOFING, LLC PROFIT SHARING PLAN, PROTECH ROOFING, LLC

PROTECH ROOFING, LLCEIN 47-0901235Plan #004PY 2021

P.O. BOX 31226 - HONOLULU, HI 97820808-845-1300

Other plans on this EIN

2 filings

#003Retirement-$1.1M assets #005Retirement-$785K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$228K

+10.4% from 2020

Total participants

0.0% from 2020

Average account balance

$28,493

+10.4% from 2020

Annual return

10.44%

-2.63 pp from 2020

Benchmarks

See 44,702 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,702 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$246K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+26.29%

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 codes2E2F2J3D

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).
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

$2K

$276 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.969%

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

$28,493

$124,330-77.1%

$109,173-73.9%

$167,536-83.0%

Participation rate

100.0%

79.5%+20.5pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

10.44%

26.04%-15.6pp

25.75%-15.3pp

478.82%-468.4pp

Employer contribution / active EE

$4,209-100.0%

$3,723-100.0%

$4,839-100.0%

Participant deferral / active EE

$5,256-100.0%

$4,654-100.0%

$6,342-100.0%

Admin fee / account holder

$276

$7,974-96.5%

$6,755-95.9%

$12,315-97.8%

PROTECH ROOFING, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROTECH ROOFING, LLC 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