Retirement plan

DOUBLE A SALES SW 401(K) PLAN AND TRUST

Name: DOUBLE A SALES SOUTHWEST, LLC - DOUBLE A SALES SW 401(K) PLAN AND TRUST (2023) Form 5500
Creator: DOUBLE A SALES SOUTHWEST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUBLE A SALES SW 401(K) PLAN AND TRUST, DOUBLE A SALES SOUTHWEST, LLC

DOUBLE A SALES SOUTHWEST, LLCEIN 47-3450256Plan #002PY 2023

9225 N ARROYA VISTA DR W - PHOENIX, AZ 85028602-359-9907doubleasales.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$420K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$710K

+21.5% from 2022

Total participants

0.0% from 2022

Average account balance

$236,643

+21.5% from 2022

Annual return

18.03%

+37.22 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+11.87%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$24K

$7990 / participant

Other / not subdivided$24K100.0%

% of EOY assets

3.376%

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

$236,643

$154,209+53.5%

$130,062+81.9%

$139,487+69.7%

Participation rate

100.0%

82.0%+18.0pp

78.5%+21.5pp

80.3%+19.7pp

Annual return

18.03%

32.52%-14.5pp

-137.37%+155.4pp

373.84%-355.8pp

Employer contribution / active EE

$2,058

$5,292-61.1%

$4,322-52.4%

$4,755-56.7%

Participant deferral / active EE

$9,909

$6,709+47.7%

$5,821+70.2%

$6,713+47.6%

Admin fee / account holder

$7,990

$13,988-42.9%

$10,601-24.6%

$11,407-30.0%

DOUBLE A SALES SW 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUBLE A SALES SW 401(K) PLAN AND TRUST

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