Retirement plan

J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

Name: J.B. COXWELL CONTRACTING, INC. - J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST (2024) Form 5500
Creator: J.B. COXWELL CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST, J.B. COXWELL CONTRACTING, INC.

J.B. COXWELL CONTRACTING, INC.EIN 59-3666875Plan #001PY 2024

6741 LLOYD ROAD WEST - JACKSONVILLE, FL 32254904-786-1120jbcoxwell.comLinkedIn201-500 employeesconstruction

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$17.8M

+26.5% from 2023

Total participants

394

+8.8% from 2023

Average account balance

$52,603

+17.9% from 2023

Annual return

17.06%

-2.60 pp from 2023

Benchmarks

See 1,563 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,563 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.83M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

339

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.

81.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$285

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 26 · EIN 61-1495162	Advisory (Participants)	$49,218
WILSHIRE ASSOCIATES INCORPORATED2 years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361	Advisory (Participants)	$3,281
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346	Recordkeeping	$2,850

Plan features & details

Pension benefit codes2E2G2H2J2K3D3H

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$96K

$332 / participant

Investment mgmt$52K54.4%
Contract admin$44K45.6%

% of EOY assets

0.541%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BERMAN HOPKINS WRIGHT & LAHAM LLP
Auditor EIN: 591152714
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,603

$82,979-36.6%

$102,412-48.6%

$77,736-32.3%

Participation rate

81.1%

71.5%+9.6pp

74.5%+6.6pp

70.6%+10.5pp

Annual return

17.06%

19.11%-2.0pp

24.94%-7.9pp

31.26%-14.2pp

Employer contribution / active EE

$2,767

$3,554-22.1%

$3,870-28.5%

$2,728+1.4%

Participant deferral / active EE

$3,673

$4,109-10.6%

$5,060-27.4%

$4,651-21.0%

Admin fee / account holder

$285

$639-55.4%

$8,388-96.6%

$433-34.3%

Provider

Service type

Compensation

MAI CAPITAL MANAGEMENT, LLC2 years

Filed as: MAI CAPITAL MANAGEMENT LLC

Service code 26 · EIN 61-1495162

Advisory (Participants)

$49,218

WILSHIRE ASSOCIATES INCORPORATED2 years

Filed as: WILSHIRE ASSOCIATES INC

Service code 26 · EIN 95-2755361

Advisory (Participants)

$3,281

JOHN HANCOCK LIFE INSURANCE COMPANY10+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$2,850

J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST

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