Retirement plan

CALDWELL ELECTRICAL CONTRACTORS, INC. P/S PLAN

Name: CALDWELL ELECTRICAL CONTRACTORS, INC. - CALDWELL ELECTRICAL CONTRACTORS, INC. P/S PLAN (2016) Form 5500
Creator: CALDWELL ELECTRICAL CONTRACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALDWELL ELECTRICAL CONTRACTORS, INC. P/S PLAN, CALDWELL ELECTRICAL CONTRACTORS, INC.

CALDWELL ELECTRICAL CONTRACTORS, INC.EIN 58-2100156Plan #001PY 2016

2035 ATLAS CIRCLE - GAINESVILLE, GA 30501770-531-7890caldwellelectric.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$849K

+47.1% from 2015

Total participants

+13.3% from 2015

Average account balance

$30,319

+57.6% from 2015

Annual return

5.62%

+9.09 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.82M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3334

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$30,319

$56,894-46.7%

$84,753-64.2%

$62,881-51.8%

Participation rate

79.3%

68.5%+10.8pp

76.6%+2.7pp

69.3%+10.0pp

Annual return

5.62%

6.30%-0.7pp

22.78%-17.2pp

20.14%-14.5pp

Employer contribution / active EE

$6,562

$2,400+173.4%

$3,574+83.6%

$2,281+187.7%

Participant deferral / active EE

$1,690

$2,709-37.6%

$3,712-54.5%

$3,203-47.2%

Admin fee / account holder

$3,581-100.0%

$5,333-100.0%

$4,296-100.0%

CALDWELL ELECTRICAL CONTRACTORS, INC. P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALDWELL ELECTRICAL CONTRACTORS, INC. P/S 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