Retirement plan

JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN

Name: JOHN M. MOBLEY & SONS PARTNERSHIP - JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JOHN M. MOBLEY & SONS PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN, JOHN M. MOBLEY & SONS PARTNERSHIP

JOHN M. MOBLEY & SONS PARTNERSHIPEIN 58-2043439Plan #001PY 2017

405 TIFT AVENUE - TIFTON, GA 31794229-382-6960

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.7M

+14.0% from 2016

Total participants

+4.5% from 2016

Average account balance

$209,029

+14.0% from 2016

Annual return

12.26%

+12.26 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$383K

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.

45.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.66%

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 codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$209,029

$149,679+39.7%

$117,039+78.6%

$147,586+41.6%

Participation rate

47.4%

83.5%-36.1pp

77.2%-29.8pp

82.8%-35.5pp

Annual return

12.26%

19.31%-7.1pp

18.95%-6.7pp

578.59%-566.3pp

Employer contribution / active EE

$915

$4,937-81.5%

$3,785-75.8%

$4,876-81.2%

Participant deferral / active EE

$1,309

$4,912-73.3%

$3,929-66.7%

$5,439-75.9%

Admin fee / account holder

$7,856-100.0%

$5,974-100.0%

$10,886-100.0%

JOHN M. MOBLEY & SONS PARTNERSHIP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOHN M. MOBLEY & SONS PARTNERSHIP 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