Retirement plan

JACKSON AND WHITAKER, INC. 401(K) PLAN

Name: JACKSON AND WHITAKER, INC. - JACKSON AND WHITAKER, INC. 401(K) PLAN (2019) Form 5500
Creator: JACKSON AND WHITAKER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON AND WHITAKER, INC. 401(K) PLAN, JACKSON AND WHITAKER, INC.

JACKSON AND WHITAKER, INC.EIN 47-5469839Plan #003PY 2019

1701 COUNTY ROAD, STE. O - MINDEN, NV 89423775-782-5061LinkedIn1-10 employeesinvestment banking

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.8M

+30.3% from 2018

Total participants

+14.3% from 2018

Average account balance

$846,233

+14.1% from 2018

Annual return

26.76%

+33.10 pp from 2018

Benchmarks

See 31,997 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,997 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.61M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$397K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+16.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26831

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$846,233

$183,968+360.0%

$162,166+421.8%

$152,870+453.6%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.4%+17.6pp

Annual return

26.76%

150.77%-124.0pp

115.59%-88.8pp

345.34%-318.6pp

Employer contribution / active EE

$7,765

$6,371+21.9%

$5,614+38.3%

$4,763+63.0%

Participant deferral / active EE

$15,544

$8,034+93.5%

$7,298+113.0%

$5,850+165.7%

Admin fee / account holder

$13,121-100.0%

$10,842-100.0%

$11,597-100.0%

JACKSON AND WHITAKER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JACKSON AND WHITAKER, INC. 401(K) 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