Retirement plan

TRI COUNTY OIL DISTRIBUTORS, INC. SAFE-HARBOR 401(K) PROFIT-SHARING PLAN

Name: TRI COUNTY OIL DISTRIBUTORS, INC. - TRI COUNTY OIL DISTRIBUTORS, INC. SAFE-HARBOR 401(K) PROFIT-SHARING PLAN (2017) Form 5500
Creator: TRI COUNTY OIL DISTRIBUTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI COUNTY OIL DISTRIBUTORS, INC. SAFE-HARBOR 401(K) PROFIT-SHARING PLAN, TRI COUNTY OIL DISTRIBUTORS, INC.

TRI COUNTY OIL DISTRIBUTORS, INC.EIN 59-0878163Plan #001PY 2017

15 SW 7TH AVENUE, P. O. BOX 759 - WILLISTON, FL 32696352-528-3011LinkedIn1-10 employeespackage/freight delivery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$876K

+17.9% from 2016

Total participants

+16.7% from 2016

Average account balance

$125,104

+1.0% from 2016

Annual return

11.38%

+4.83 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$296K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

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

+15.47%

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 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

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

$125,104

$91,037+37.4%

$71,671+74.6%

$147,585-15.2%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

11.38%

20.48%-9.1pp

20.65%-9.3pp

578.58%-567.2pp

Employer contribution / active EE

$1,934

$3,327-41.9%

$2,460-21.4%

$4,876-60.4%

Participant deferral / active EE

$6,099

$4,498+35.6%

$3,438+77.4%

$5,439+12.1%

Admin fee / account holder

$8,613-100.0%

$5,558-100.0%

$10,886-100.0%

TRI COUNTY OIL DISTRIBUTORS, INC. SAFE-HARBOR 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRI COUNTY OIL DISTRIBUTORS, INC. SAFE-HARBOR 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