Retirement plan

J. H. FLOORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: J H FLOORS, INC. - J. H. FLOORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: J H FLOORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. H. FLOORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, J H FLOORS, INC.

J H FLOORS, INC.EIN 57-1144294Plan #001PY 2024

6 STILL HOLLOW ROAD - NEWBURGH, NY 12550845-564-3000

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$838K

+15.5% from 2023

Total participants

0.0% from 2023

Average account balance

$279,442

+15.5% from 2023

Annual return

10.01%

-3.08 pp from 2023

Benchmarks

See 54,805 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,805 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$838K

Not enough data

1 years with asset history on file

Average account balance

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

$279K

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

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$279,442

$110,379+153.2%

$102,412+172.9%

$145,884+91.6%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

10.01%

24.84%-14.8pp

24.94%-14.9pp

551.85%-541.8pp

Employer contribution / active EE

$1,743

$4,216-58.7%

$3,870-55.0%

$4,662-62.6%

Participant deferral / active EE

$11,485

$5,622+104.3%

$5,060+127.0%

$6,690+71.7%

Admin fee / account holder

$9,745-100.0%

$8,388-100.0%

$13,392-100.0%

J. H. FLOORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. H. FLOORS, 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