Retirement plan

LOCKHART BUILDERS OF NORTH FLORIDA, INC. PROFIT SHARING PLAN

Name: LOCKHART BUILDERS OF NORTH FLORIDA, INC. - LOCKHART BUILDERS OF NORTH FLORIDA, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: LOCKHART BUILDERS OF NORTH FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCKHART BUILDERS OF NORTH FLORIDA, INC. PROFIT SHARING PLAN, LOCKHART BUILDERS OF NORTH FLORIDA, INC.

LOCKHART BUILDERS OF NORTH FLORIDA, INC.EIN 59-3459160Plan #001PY 2019

7022 MILLCREST DRIVE SOUTH - JACKSONVILLE, FL 322772717904-994-3856

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$94K

+28.8% from 2018

Total participants

0.0% from 2018

Average account balance

$46,852

+28.8% from 2018

Annual return

24.66%

+25.23 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

$190K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.88%

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 codes2E2J

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.

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

$46,852

$107,353-56.4%

$92,903-49.6%

$152,885-69.4%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

24.66%

145.62%-121.0pp

109.43%-84.8pp

345.39%-320.7pp

Employer contribution / active EE

$2,989

$4,222-29.2%

$3,653-18.2%

$4,763-37.2%

Participant deferral / active EE

$4,848-100.0%

$4,238-100.0%

$5,851-100.0%

Admin fee / account holder

$7,081-100.0%

$5,795-100.0%

$11,598-100.0%

LOCKHART BUILDERS OF NORTH FLORIDA, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOCKHART BUILDERS OF NORTH FLORIDA, INC. 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