Retirement plan

UTICA CONTRACTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: UTICA CONTRACTING INC. - UTICA CONTRACTING INC. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: UTICA CONTRACTING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UTICA CONTRACTING INC. 401(K) PROFIT SHARING PLAN AND TRUST, UTICA CONTRACTING INC.

UTICA CONTRACTING INC.EIN 54-1668994Plan #001PY 2015

1306 SQUIRE CT A - STERLING, VA 20166571-434-1922uticacontracting.comLinkedIn1-10 employeeswriting and editing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$694K

No prior year

Total participants

No prior year

Average account balance

$36,547

No prior year

Annual return

8.81%

No prior year

Benchmarks

See 30,163 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,163 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8588

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 codes2E2F2J2T3D

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).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$36,547

$87,544-58.3%

$75,784-51.8%

$125,388-70.9%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

8.81%

13.49%-4.7pp

9.68%-0.9pp

282.24%-273.4pp

Employer contribution / active EE

$2,144

$3,930-45.5%

$3,323-35.5%

$4,866-55.9%

Participant deferral / active EE

$2,501

$4,229-40.9%

$3,652-31.5%

$5,352-53.3%

Admin fee / account holder

$6,502-100.0%

$5,300-100.0%

$9,541-100.0%

UTICA CONTRACTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UTICA CONTRACTING INC. 401(K) PROFIT SHARING PLAN AND TRUST

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