Retirement plan

HALLMARK BUILDERS, INC. 401(K) PROFIT SHARING PLAN

Name: HALLMARK BUILDERS, INC. - HALLMARK BUILDERS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HALLMARK BUILDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALLMARK BUILDERS, INC. 401(K) PROFIT SHARING PLAN, HALLMARK BUILDERS, INC.

HALLMARK BUILDERS, INC.EIN 62-1218766Plan #001PY 2017

8620 TRINITY ROAD, SUITE 202 - CORDOVA, TN 38018901-753-3950hallmarkbuildersinc.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.4M

+17.3% from 2016

Total participants

0.0% from 2016

Average account balance

$537,639

+17.3% from 2016

Annual return

15.80%

+11.35 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.86M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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

$9K

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

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56027

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 codes2E2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$328

$36 / participant

Other / not subdivided$328100.0%

% of EOY assets

0.006%

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

$537,639

$106,003+407.2%

$92,236+482.9%

$147,585+264.3%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

15.80%

50.05%-34.3pp

176.29%-160.5pp

578.57%-562.8pp

Employer contribution / active EE

$6,222

$4,333+43.6%

$3,679+69.1%

$4,876+27.6%

Participant deferral / active EE

$1,589

$4,478-64.5%

$3,897-59.2%

$5,439-70.8%

Admin fee / account holder

$33

$6,333-99.5%

$5,194-99.4%

$10,885-99.7%

HALLMARK BUILDERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALLMARK BUILDERS, INC. 401(K) 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