Retirement plan

EMPLOYEE BENEFIT PLAN OF LEMPUGH, INC.

Name: LEMPUGH, INC. - EMPLOYEE BENEFIT PLAN OF LEMPUGH, INC. (2022) Form 5500
Creator: LEMPUGH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LEMPUGH, INC., LEMPUGH, INC.

LEMPUGH, INC.EIN 52-1056576Plan #001PY 2022

14409 GREENVIEW DR STE 200 - LAUREL, MD 207084236301-498-6656

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$5.4M

-11.9% from 2021

Total participants

+40.4% from 2021

Average account balance

$75,755

-36.7% from 2021

Annual return

-23.37%

-38.55 pp from 2021

Benchmarks

See 28,005 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,005 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.00M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

155.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$895K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18873

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 codes2G2J2T2F2E

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$95 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.098%

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

$75,755

$82,674-8.4%

$125,363-39.6%

$68,495+10.6%

Participation rate

96.4%

75.0%+21.4pp

82.4%+14.1pp

67.9%+28.5pp

Annual return

-23.37%

-5.97%-17.4pp

572.15%-595.5pp

-7.84%-15.5pp

Employer contribution / active EE

$4,913

$3,382+45.3%

$4,815+2.0%

$2,596+89.2%

Participant deferral / active EE

$7,722

$6,111+26.4%

$7,447+3.7%

$4,028+91.7%

Admin fee / account holder

$75

$6,276-98.8%

$10,005-99.3%

$5,403-98.6%

EMPLOYEE BENEFIT PLAN OF LEMPUGH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LEMPUGH, INC.

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