Retirement plan

AP PLUMBING, LLC PROFIT SHARING 401(K) PLAN

Name: AP PLUMBING, LLC - AP PLUMBING, LLC PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: AP PLUMBING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AP PLUMBING, LLC PROFIT SHARING 401(K) PLAN, AP PLUMBING, LLC

AP PLUMBING, LLCEIN 47-2221814Plan #001PY 2017

6526 COUNTY ROAD 34 - FORT CALHOUN, NE 68023402-669-7249

Other plans on this EIN

1 filing

#002Retirement-$241K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$110K

+114.8% from 2016

Total participants

0.0% from 2016

Average account balance

$27,603

+114.8% from 2016

Annual return

14.07%

+14.07 pp from 2016

Benchmarks

See 37,230 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,230 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$663K

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+25.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1277

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 codes3D2E2G2F2J2R

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$228

$57 / participant

Other / not subdivided$228100.0%

% of EOY assets

0.206%

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

$27,603

$106,005-74.0%

$92,239-70.1%

$147,585-81.3%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

14.07%

50.05%-36.0pp

176.29%-162.2pp

578.58%-564.5pp

Employer contribution / active EE

$3,943

$4,333-9.0%

$3,680+7.1%

$4,876-19.2%

Participant deferral / active EE

$9,000

$4,478+101.0%

$3,897+130.9%

$5,439+65.5%

Admin fee / account holder

$57

$6,333-99.1%

$5,194-98.9%

$10,886-99.5%

AP PLUMBING, LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AP PLUMBING, LLC PROFIT SHARING 401(K) 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