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 (2017) 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 2017

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$258K

+47.1% from 2016

Total participants

-25.0% from 2016

Average account balance

$85,934

+47.1% from 2016

Annual return

16.39%

+9.98 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

$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

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

$85,934

$106,005-18.9%

$92,239-6.8%

$147,585-41.8%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

16.39%

50.05%-33.7pp

176.29%-159.9pp

578.58%-562.2pp

Employer contribution / active EE

$3,661

$4,333-15.5%

$3,680-0.5%

$4,876-24.9%

Participant deferral / active EE

$14,260

$4,478+218.4%

$3,897+265.9%

$5,439+162.2%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

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