Retirement plan

EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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

EVAPCO, INC.EIN 52-1059673Plan #001PY 2022

5151 ALLENDALE LANE - TANEYTOWN, MD 217872103410-756-2600evapco.comLinkedIn1001-5000 employeesmechanical or industrial engineering

Other plans on this EIN

1 filing

#002Retirement-$7.1M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$876.2M

-15.9% from 2016

Total participants

1,850

-6.9% from 2016

Average account balance

$476,454

-9.6% from 2016

Annual return

16.82%

-15.81 pp from 2016

Benchmarks

See 811 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort811 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14B

Not enough data

1 years with asset history on file

Average account balance

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

$521K

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.

2,193

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.92%

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

1 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 codes2I2P3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$3 / participant

Investment mgmt$5K100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$476,454

$130,052+266.4%

$86,717+449.4%

$77,906+511.6%

Participation rate

99.3%

85.9%+13.4pp

76.6%+22.7pp

73.7%+25.6pp

Annual return

16.82%

-12.73%+29.5pp

35.97%-19.2pp

12.16%+4.7pp

Employer contribution / active EE

$11,789

$3,214+266.8%

$2,837+315.5%

$2,846+314.2%

Participant deferral / active EE

$5,741-100.0%

$4,657-100.0%

$4,805-100.0%

Admin fee / account holder

$132-98.0%

$7,494-100.0%

$133-98.0%

EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP 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