Retirement plan

J.J. JARDINA CO., INC. PROFIT SHARING PLAN

Name: J.J. JARDINA CO., INC. - J.J. JARDINA CO., INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: J.J. JARDINA CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.J. JARDINA CO., INC. PROFIT SHARING PLAN, J.J. JARDINA CO., INC.

J.J. JARDINA CO., INC.EIN 58-0809003Plan #001PY 2017

16 FOREST PARKWAY, BUILDING S - FOREST PARK, GA 302972021404-366-6868jjjardina.comLinkedIn11-50 employeeswholesale

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.4M

+17.9% from 2016

Total participants

+5.6% from 2016

Average account balance

$67,903

+17.9% from 2016

Annual return

11.90%

+4.38 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.89M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2422

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 codes2E2F2G3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$225 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.230%

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

$67,903

$78,707-13.7%

$117,861-42.4%

$70,126-3.2%

Participation rate

92.0%

73.2%+18.8pp

79.7%+12.3pp

69.5%+22.5pp

Annual return

11.90%

23.30%-11.4pp

335.11%-323.2pp

73.15%-61.3pp

Employer contribution / active EE

$5,000

$2,223+124.9%

$3,786+32.1%

$2,343+113.4%

Participant deferral / active EE

$3,297-100.0%

$4,482-100.0%

$3,332-100.0%

Admin fee / account holder

$156

$5,066-96.9%

$8,021-98.1%

$4,645-96.6%

J.J. JARDINA CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.J. JARDINA CO., INC. PROFIT SHARING PLAN

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