Retirement plan

ATKINSON HVACR, INC. 401(K) PLAN

Name: ATKINSON HVACR, INC. - ATKINSON HVACR, INC. 401(K) PLAN (2016) Form 5500
Creator: ATKINSON HVACR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATKINSON HVACR, INC. 401(K) PLAN, ATKINSON HVACR, INC.

ATKINSON HVACR, INC.EIN 52-2117924Plan #001PY 2016

11265 MATTINGLY ROAD - LA PLATA, MD 20646301-392-3919atkinsonhvacr.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$187K

No prior year

Total participants

No prior year

Average account balance

$62,443

No prior year

Annual return

9.60%

No prior year

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$371K

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

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$357

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 codes2G2J3D

Plan features

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$62,443

$99,345-37.1%

$84,753-26.3%

$273,972-77.2%

Participation rate

60.0%

80.7%-20.7pp

76.6%-16.6pp

83.0%-23.0pp

Annual return

9.60%

22.93%-13.3pp

22.78%-13.2pp

41.46%-31.9pp

Employer contribution / active EE

$2,081

$4,214-50.6%

$3,574-41.8%

$4,869-57.3%

Participant deferral / active EE

$10,402

$4,270+143.6%

$3,712+180.2%

$5,287+96.7%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

ATKINSON HVACR, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ATKINSON HVACR, 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