Retirement plan

WEDGWORTH CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: WEDGWORTH CONSTRUCTION COMPANY, INC - WEDGWORTH CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: WEDGWORTH CONSTRUCTION COMPANY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEDGWORTH CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN, WEDGWORTH CONSTRUCTION COMPANY, INC

WEDGWORTH CONSTRUCTION COMPANY, INCEIN 63-0901952Plan #001PY 2018

4154 CROSSHAVEN DRIVE - BIRMINGHAM, AL 352435228205-967-1831wedgworth.netLinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+16.1% from 2017

Total participants

0.0% from 2017

Average account balance

No prior year

Annual return

5.98%

-3.83 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$354K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2469

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 codes2E2J3H

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.
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

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

$10K

$2011 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.856%

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

$97,761-100.0%

$83,850-100.0%

$135,382-100.0%

Participation rate

0.0%

80.0%-80.0pp

76.1%-76.1pp

82.6%-82.6pp

Annual return

5.98%

1287.44%-1281.5pp

850.92%-844.9pp

519.77%-513.8pp

Employer contribution / active EE

$15,562

$4,222+268.6%

$3,631+328.6%

$4,779+225.6%

Participant deferral / active EE

$4,878

$4,682+4.2%

$4,082+19.5%

$5,609-13.0%

Admin fee / account holder

$6,674-100.0%

$5,478-100.0%

$10,829-100.0%

WEDGWORTH CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEDGWORTH CONSTRUCTION COMPANY, 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