Retirement plan

D.F. CHASE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: D.F. CHASE, INC. - D.F. CHASE, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2019) Form 5500
Creator: D.F. CHASE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D.F. CHASE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, D.F. CHASE, INC.

D.F. CHASE, INC.EIN 62-1298273Plan #003PY 2019

3001 ARMORY DR. SUITE 200 - NASHVILLE, TN 37204615-777-5900

Other plans on this EIN

1 filing

#001Retirement-$4.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+86.7% from 2018

Total participants

+21.1% from 2018

Average account balance

$50,122

+54.1% from 2018

Annual return

39.36%

-21.88 pp from 2018

Benchmarks

See 15,815 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,815 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$97.88M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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

$861K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+5.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10168

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2O2Q3I2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$7K

$104 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.174%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,122

$65,365-23.3%

$92,893-46.0%

$72,985-31.3%

Participation rate

100.0%

68.3%+31.7pp

76.0%+24.0pp

69.5%+30.5pp

Annual return

39.36%

42.10%-2.7pp

109.41%-70.1pp

81.00%-41.6pp

Employer contribution / active EE

$15,278

$2,594+488.9%

$3,653+318.3%

$2,440+526.2%

Participant deferral / active EE

$3,128-100.0%

$4,236-100.0%

$3,607-100.0%

Admin fee / account holder

$87

$4,251-98.0%

$5,794-98.5%

$5,124-98.3%

D.F. CHASE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.F. CHASE, INC. EMPLOYEE STOCK OWNERSHIP 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