Retirement plan

D. R. MOZELEY, INC. PROFIT SHARING PLAN

Name: D. R. MOZELEY, INC. - D. R. MOZELEY, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: D. R. MOZELEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D. R. MOZELEY, INC. PROFIT SHARING PLAN, D. R. MOZELEY, INC.

D. R. MOZELEY, INC.EIN 56-0897320Plan #002PY 2021

6309 BROOKSHIRE BLVD. - CHARLOTTE, NC 28216704-394-0133

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$344K

+61.4% from 2020

Total participants

+3.4% from 2020

Average account balance

$12,273

+61.4% from 2020

Annual return

33.31%

+14.35 pp from 2020

Benchmarks

See 44,693 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,693 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$505K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

64.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8408

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 codes2E2F2G2J3D

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).
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$881

$38 / participant

Other / not subdivided$881100.0%

% of EOY assets

0.256%

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

$12,273

$124,351-90.1%

$109,188-88.8%

$167,553-92.7%

Participation rate

91.3%

79.4%+11.9pp

75.9%+15.4pp

82.1%+9.2pp

Annual return

33.31%

26.04%+7.3pp

25.76%+7.6pp

478.89%-445.6pp

Employer contribution / active EE

$2,609

$4,210-38.0%

$3,723-29.9%

$4,840-46.1%

Participant deferral / active EE

$5,257-100.0%

$4,654-100.0%

$6,343-100.0%

Admin fee / account holder

$31

$7,975-99.6%

$6,755-99.5%

$12,316-99.7%

D. R. MOZELEY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D. R. MOZELEY, INC. PROFIT SHARING 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