Retirement plan

HULL STOREY GIBSON COMPANIES, LLC 401K PROFIT SHARING PLAN

Name: HULL PROPERTY GROUP, LLC - HULL STOREY GIBSON COMPANIES, LLC 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: HULL PROPERTY GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HULL STOREY GIBSON COMPANIES, LLC 401K PROFIT SHARING PLAN, HULL PROPERTY GROUP, LLC

HULL PROPERTY GROUP, LLCEIN 58-2085176Plan #001PY 2015

1190 INTERSTATE PARKWAY - AUGUSTA, GA 30909706-863-2222hullpg.comLinkedIn51-200 employeesreal estate

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

109

No prior year

Average account balance

$29,364

No prior year

Annual return

-1.43%

No prior year

Benchmarks

See 3,138 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,138 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.88M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

128

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.

66.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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

1 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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$2K

$25 / participant

Contract admin$2K100.0%

% of EOY assets

0.066%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,364

$52,519-44.1%

$155,789-81.2%

$59,633-50.8%

Participation rate

100.0%

61.7%+38.3pp

76.1%+23.9pp

68.7%+31.3pp

Annual return

-1.43%

53.51%-54.9pp

71.54%-73.0pp

2041.45%-2042.9pp

Employer contribution / active EE

$2,179

$1,589+37.1%

$3,839-43.2%

$2,203-1.1%

Participant deferral / active EE

$3,056

$3,084-0.9%

$4,798-36.3%

$3,192-4.3%

Admin fee / account holder

$19

$3,540-99.5%

$7,477-99.7%

$4,297-99.5%

HULL STOREY GIBSON COMPANIES, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HULL STOREY GIBSON COMPANIES, LLC 401K 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