Retirement plan

GENE RAY FULMER CONSTRUCTION CO., INC. PROFIT SHARING PLAN

Name: GENE RAY FULMER CONSTRUCTION CO., INC. - GENE RAY FULMER CONSTRUCTION CO., INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: GENE RAY FULMER CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENE RAY FULMER CONSTRUCTION CO., INC. PROFIT SHARING PLAN, GENE RAY FULMER CONSTRUCTION CO., INC.

GENE RAY FULMER CONSTRUCTION CO., INC.EIN 59-2362591Plan #001PY 2019

1356 OLD FOUR NOTCH RD - RIDGE SPRING, SC 291299302803-685-7491LinkedIn1-10 employeescivil engineering

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+23.7% from 2018

Total participants

+20.0% from 2018

Average account balance

$101,287

+3.0% from 2018

Annual return

16.11%

+13.23 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.85M

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

100.0%

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

$5K

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

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3428

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing 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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$887

$74 / participant

Other / not subdivided$887100.0%

% of EOY assets

0.073%

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

$101,287

$107,363-5.7%

$92,909+9.0%

$152,897-33.8%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

16.11%

145.63%-129.5pp

109.44%-93.3pp

345.43%-329.3pp

Employer contribution / active EE

$6,250

$4,222+48.0%

$3,653+71.1%

$4,764+31.2%

Participant deferral / active EE

$4,848-100.0%

$4,238-100.0%

$5,851-100.0%

Admin fee / account holder

$74

$7,082-99.0%

$5,795-98.7%

$11,599-99.4%

GENE RAY FULMER CONSTRUCTION CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENE RAY FULMER CONSTRUCTION CO., INC. 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