Retirement plan

S & H FOODSERVICE BROKER, LLC 401(K) PROFIT SHARING PLAN

Name: S & H FOODSERVICE BROKER, LLC - S & H FOODSERVICE BROKER, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: S & H FOODSERVICE BROKER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S & H FOODSERVICE BROKER, LLC 401(K) PROFIT SHARING PLAN, S & H FOODSERVICE BROKER, LLC

S & H FOODSERVICE BROKER, LLCEIN 47-4689223Plan #001PY 2018

800 CORPORATE DRIVE - STAFFORD, VA 22554540-207-8271

Other plans on this EIN

1 filing

#002Retirement-$796K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$651K

+41.7% from 2017

Total participants

0.0% from 2017

Average account balance

$108,510

+41.7% from 2017

Annual return

6.38%

-10.62 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

$124K

Not enough data

1 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

+5.32%

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 codes2E2J2R3D

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.
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.

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

$108,510

$211,946-48.8%

$169,452-36.0%

$135,382-19.8%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

6.38%

3.26%+3.1pp

1.83%+4.6pp

519.77%-513.4pp

Employer contribution / active EE

$5,570

$5,117+8.9%

$4,157+34.0%

$4,779+16.6%

Participant deferral / active EE

$21,500

$6,075+253.9%

$5,277+307.4%

$5,609+283.3%

Admin fee / account holder

$11,472-100.0%

$9,110-100.0%

$10,829-100.0%

S & H FOODSERVICE BROKER, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

S & H FOODSERVICE BROKER, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion