Retirement plan

HUNTSVILLE DESIGN & CONSTRUCTION, INC. PROFIT SHARING PLAN

Name: HUNTSVILLE DESIGN & CONSTRUCTION, INC. - HUNTSVILLE DESIGN & CONSTRUCTION, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: HUNTSVILLE DESIGN & CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTSVILLE DESIGN & CONSTRUCTION, INC. PROFIT SHARING PLAN, HUNTSVILLE DESIGN & CONSTRUCTION, INC.

HUNTSVILLE DESIGN & CONSTRUCTION, INC.EIN 63-0945465Plan #001PY 2016

P.O. BOX 17249 - HUNTSVILLE, AL 35810256-859-8800LinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$97,754

No prior year

Annual return

6.17%

No prior year

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$273K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2241

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$142

$13 / participant

Other / not subdivided$142100.0%

% of EOY assets

0.013%

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

$97,754

$99,345-1.6%

$84,753+15.3%

$273,972-64.3%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

6.17%

22.93%-16.8pp

22.78%-16.6pp

41.46%-35.3pp

Employer contribution / active EE

$964

$4,214-77.1%

$3,574-73.0%

$4,869-80.2%

Participant deferral / active EE

$1,171

$4,270-72.6%

$3,712-68.4%

$5,287-77.8%

Admin fee / account holder

$13

$6,645-99.8%

$5,333-99.8%

$10,133-99.9%

HUNTSVILLE DESIGN & CONSTRUCTION, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNTSVILLE DESIGN & CONSTRUCTION, INC. 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