Retirement plan

GEORGIA HIGHWAY CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN

Name: GEORGIA HIGHWAY CONTRACTORS ASSOCIATION - GEORGIA HIGHWAY CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: GEORGIA HIGHWAY CONTRACTORS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORGIA HIGHWAY CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN, GEORGIA HIGHWAY CONTRACTORS ASSOCIATION

GEORGIA HIGHWAY CONTRACTORS ASSOCIATIONEIN 58-0256095Plan #001PY 2018

3655 BROOKSIDE PARKWAY, SUITE 165 - ALPHARETTA, GA 30022770-622-7155LinkedIn1-10 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$184K

+24.3% from 2017

Total participants

0.0% from 2017

Average account balance

$61,168

+24.3% from 2017

Annual return

-9.31%

-37.68 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+21.87%

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 codes2E2F2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

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

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

$61,168

$90,617-32.5%

$79,476-23.0%

$135,382-54.8%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-9.31%

977.57%-986.9pp

718.21%-727.5pp

519.77%-529.1pp

Employer contribution / active EE

$6,439

$3,068+109.9%

$2,800+129.9%

$4,779+34.7%

Participant deferral / active EE

$10,087

$4,050+149.0%

$3,704+172.3%

$5,609+79.8%

Admin fee / account holder

$5,907-100.0%

$5,113-100.0%

$10,829-100.0%

GEORGIA HIGHWAY CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GEORGIA HIGHWAY CONTRACTORS ASSOCIATION 401(K) PROFIT SHARING PLAN

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