Retirement plan

ATKINSON HVACR, INC. 401(K) PLAN

Name: ATKINSON HVACR, INC. - ATKINSON HVACR, INC. 401(K) PLAN (2019) 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 2019

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$455K

+37.9% from 2018

Total participants

0.0% from 2018

Average account balance

$151,656

+37.9% from 2018

Annual return

17.86%

+23.66 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$60

$15 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.013%

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

$151,656

$107,353+41.3%

$92,903+63.2%

$152,885-0.8%

Participation rate

75.0%

79.8%-4.8pp

76.0%-1.0pp

82.5%-7.5pp

Annual return

17.86%

145.62%-127.8pp

109.43%-91.6pp

345.39%-327.5pp

Employer contribution / active EE

$2,718

$4,222-35.6%

$3,653-25.6%

$4,763-42.9%

Participant deferral / active EE

$13,795

$4,848+184.6%

$4,238+225.5%

$5,851+135.8%

Admin fee / account holder

$20

$7,081-99.7%

$5,795-99.7%

$11,598-99.8%

ATKINSON HVACR, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATKINSON HVACR, INC. 401(K) 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