Retirement plan

ENERGY RESOURCES INTERNATIONAL, INC. CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Name: ENERGY RESOURCES INTERNATIONAL, INC. - ENERGY RESOURCES INTERNATIONAL, INC. CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN (2019) Form 5500
Creator: ENERGY RESOURCES INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENERGY RESOURCES INTERNATIONAL, INC. CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN, ENERGY RESOURCES INTERNATIONAL, INC.

ENERGY RESOURCES INTERNATIONAL, INC.EIN 52-1611993Plan #001PY 2019

P.O. BOX 66006 - WASHINGTON, DC 20035202-785-8833

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.6M

+26.5% from 2018

Total participants

0.0% from 2018

Average account balance

$1,800,389

+26.5% from 2018

Annual return

22.82%

+27.11 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.37M

Not enough data

1 years with asset history on file

Average account balance

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

$3.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+17.45%

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$1,800,389

$157,276+1044.7%

$141,177+1175.3%

$152,885+1077.6%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

22.82%

64.33%-41.5pp

71.40%-48.6pp

345.39%-322.6pp

Employer contribution / active EE

$27,334

$5,262+419.5%

$4,736+477.2%

$4,763+473.9%

Participant deferral / active EE

$25,000

$7,110+251.6%

$6,710+272.6%

$5,851+327.3%

Admin fee / account holder

$12,123-100.0%

$10,263-100.0%

$11,598-100.0%

ENERGY RESOURCES INTERNATIONAL, INC. CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ENERGY RESOURCES INTERNATIONAL, INC. CASH OR DEFERRED ARRANGEMENT 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