Retirement plan

PRESCOTT CONSTRUCTION COMPANY LLC 401K AND PROFIT SHARING PLAN

Name: PRESCOTT CONSTRUCTION COMPANY LLC - PRESCOTT CONSTRUCTION COMPANY LLC 401K AND PROFIT SHARING PLAN (2017) Form 5500
Creator: PRESCOTT CONSTRUCTION COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRESCOTT CONSTRUCTION COMPANY LLC 401K AND PROFIT SHARING PLAN, PRESCOTT CONSTRUCTION COMPANY LLC

PRESCOTT CONSTRUCTION COMPANY LLCEIN 54-1750055Plan #001PY 2017

538 SALEM AVENUE - ROANOKE, VA 24016540-342-2164LinkedIn1-10 employeescivil engineering

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+18.8% from 2016

Total participants

0.0% from 2016

Average account balance

$129,970

+32.0% from 2016

Annual return

10.97%

+2.98 pp from 2016

Benchmarks

See 37,230 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,230 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

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

+7.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$264

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 codes2E2G2J2R2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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).

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

$129,970

$106,005+22.6%

$92,239+40.9%

$147,585-11.9%

Participation rate

88.9%

80.4%+8.5pp

76.5%+12.4pp

82.8%+6.1pp

Annual return

10.97%

50.05%-39.1pp

176.29%-165.3pp

578.58%-567.6pp

Employer contribution / active EE

$4,236

$4,333-2.2%

$3,680+15.1%

$4,876-13.1%

Participant deferral / active EE

$4,339

$4,478-3.1%

$3,897+11.3%

$5,439-20.2%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

PRESCOTT CONSTRUCTION COMPANY LLC 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRESCOTT CONSTRUCTION COMPANY LLC 401K AND 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