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 (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$299K

+15.9% from 2017

Total participants

0.0% from 2017

Average account balance

$99,636

+15.9% from 2017

Annual return

-6.53%

-22.92 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$993K

Not enough data

1 years with asset history on file

Average account balance

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

$331K

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

+13.64%

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$45

$15 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.015%

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

$99,636

$97,761+1.9%

$83,850+18.8%

$135,382-26.4%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-6.53%

1287.44%-1294.0pp

850.92%-857.4pp

519.77%-526.3pp

Employer contribution / active EE

$3,816

$4,222-9.6%

$3,631+5.1%

$4,779-20.1%

Participant deferral / active EE

$15,493

$4,682+230.9%

$4,082+279.6%

$5,609+176.2%

Admin fee / account holder

$15

$6,674-99.8%

$5,478-99.7%

$10,829-99.9%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

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