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 (2015) 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 2015

142 ROUTE 17K - NEWBURGH, NY 125503929845-564-3000

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$120K

No prior year

Total participants

No prior year

Average account balance

$60,163

No prior year

Annual return

-1.68%

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

$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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$60,163

$87,544-31.3%

$75,784-20.6%

$125,388-52.0%

Participation rate

50.0%

80.2%-30.2pp

75.8%-25.8pp

83.2%-33.2pp

Annual return

-1.68%

13.49%-15.2pp

9.68%-11.4pp

282.24%-283.9pp

Employer contribution / active EE

$1,622

$3,930-58.7%

$3,323-51.2%

$4,866-66.7%

Participant deferral / active EE

$6,143

$4,229+45.2%

$3,652+68.2%

$5,352+14.8%

Admin fee / account holder

$6,502-100.0%

$5,300-100.0%

$9,541-100.0%

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