Retirement plan

OLIMAR SAND & GRAVEL, INC. 401(K) PLAN

Name: OLIMAR SAND & GRAVEL, INC. - OLIMAR SAND & GRAVEL, INC. 401(K) PLAN (2017) Form 5500
Creator: OLIMAR SAND & GRAVEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLIMAR SAND & GRAVEL, INC. 401(K) PLAN, OLIMAR SAND & GRAVEL, INC.

OLIMAR SAND & GRAVEL, INC.EIN 65-0050867Plan #001PY 2017

6200 NW 72ND AVENUE - MIAMI, FL 33166305-477-7418LinkedIn11-50 employeespackage/freight delivery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$228K

+136.7% from 2016

Total participants

0.0% from 2016

Average account balance

$18,974

+117.0% from 2016

Annual return

24.94%

+24.94 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2789

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 codes2E2G2J3D

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.
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

0 tripped

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

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

$18,974

$91,037-79.2%

$71,671-73.5%

$147,586-87.1%

Participation rate

92.3%

76.1%+16.2pp

68.7%+23.6pp

82.8%+9.5pp

Annual return

24.94%

20.48%+4.5pp

20.65%+4.3pp

578.59%-553.7pp

Employer contribution / active EE

$1,460

$3,327-56.1%

$2,460-40.6%

$4,876-70.1%

Participant deferral / active EE

$6,810

$4,498+51.4%

$3,438+98.1%

$5,439+25.2%

Admin fee / account holder

$8,613-100.0%

$5,558-100.0%

$10,886-100.0%

OLIMAR SAND & GRAVEL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OLIMAR SAND & GRAVEL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion