Retirement plan

MOODY'S HVAC, INC. 401(K) PROFIT SHARING PLAN

Name: MOODY'S HVAC, INC. - MOODY'S HVAC, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: MOODY'S HVAC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOODY'S HVAC, INC. 401(K) PROFIT SHARING PLAN, MOODY'S HVAC, INC.

MOODY'S HVAC, INC.EIN 58-2293960Plan #001PY 2019

25 SHORTER INDUSTRIAL BLVD, SUITE 500 - ROME, GA 30165706-232-9877

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$184K

+67.0% from 2018

Total participants

+37.5% from 2018

Average account balance

$30,595

+11.3% from 2018

Annual return

20.38%

+29.68 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159031

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

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

$30,595

$107,353-71.5%

$92,903-67.1%

$152,885-80.0%

Participation rate

54.5%

79.8%-25.2pp

76.0%-21.5pp

82.5%-27.9pp

Annual return

20.38%

145.62%-125.2pp

109.43%-89.1pp

345.39%-325.0pp

Employer contribution / active EE

$1,114

$4,222-73.6%

$3,653-69.5%

$4,763-76.6%

Participant deferral / active EE

$3,544

$4,848-26.9%

$4,238-16.4%

$5,851-39.4%

Admin fee / account holder

$7,081-100.0%

$5,795-100.0%

$11,598-100.0%

MOODY'S HVAC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MOODY'S HVAC, INC. 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