Retirement plan

TRUMBULL WATER SERVICES OF NORTHWEST FLORIDA, INC. 401K PLAN

Name: TRUMBULL WATER SERVICES OF NW FLORIDA, INC. - TRUMBULL WATER SERVICES OF NORTHWEST FLORIDA, INC. 401K PLAN (2022) Form 5500
Creator: TRUMBULL WATER SERVICES OF NW FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUMBULL WATER SERVICES OF NORTHWEST FLORIDA, INC. 401K PLAN, TRUMBULL WATER SERVICES OF NW FLORIDA, INC.

TRUMBULL WATER SERVICES OF NW FLORIDA, INC.EIN 59-0683483Plan #002PY 2022

315 E. 15TH STREET - PANAMA CITY, FL 32401850-763-1721LinkedIn51-200 employeesshipbuilding

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.7M

-5.3% from 2021

Total participants

0.0% from 2021

Average account balance

$53,622

-9.1% from 2021

Annual return

-14.00%

-25.60 pp from 2021

Benchmarks

See 9,360 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,360 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.22%

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 codes2E2G2J3D

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$72 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.161%

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

$53,622

$54,370-1.4%

$82,763-35.2%

$68,490-21.7%

Participation rate

63.3%

63.9%-0.6pp

72.6%-9.2pp

67.9%-4.6pp

Annual return

-14.00%

-13.67%-0.3pp

702.45%-716.5pp

-7.85%-6.2pp

Employer contribution / active EE

$1,413

$2,219-36.3%

$3,008-53.0%

$2,597-45.6%

Participant deferral / active EE

$2,757

$3,247-15.1%

$4,395-37.3%

$4,028-31.6%

Admin fee / account holder

$87

$4,398-98.0%

$5,325-98.4%

$5,403-98.4%

TRUMBULL WATER SERVICES OF NORTHWEST FLORIDA, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUMBULL WATER SERVICES OF NORTHWEST FLORIDA, INC. 401K 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