Retirement plan

LUK AND ASSOCIATES PROFIT SHARING PLAN

Name: LUK AND ASSOCIATES - LUK AND ASSOCIATES PROFIT SHARING PLAN (2019) Form 5500
Creator: LUK AND ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUK AND ASSOCIATES PROFIT SHARING PLAN, LUK AND ASSOCIATES

LUK AND ASSOCIATESEIN 68-0277638Plan #005PY 2019

738 ALFRED NOBEL DRIVE - HERCULES, CA 94547510-724-3388lukassociates.comLinkedIn11-50 employeescivil engineering

Other plans on this EIN

1 filing

#006Retirement-$3.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+31.9% from 2018

Total participants

+12.5% from 2018

Average account balance

$238,755

+17.2% from 2018

Annual return

25.92%

+33.22 pp from 2018

Benchmarks

See 40,726 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,726 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+5.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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.
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

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

$3K

$205 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.062%

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

$238,755

$107,368+122.4%

$92,915+157.0%

$152,909+56.1%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

25.92%

145.64%-119.7pp

109.45%-83.5pp

345.46%-319.5pp

Employer contribution / active EE

$4,585

$4,222+8.6%

$3,653+25.5%

$4,764-3.7%

Participant deferral / active EE

$10,569

$4,848+118.0%

$4,238+149.4%

$5,851+80.6%

Admin fee / account holder

$148

$7,082-97.9%

$5,796-97.4%

$11,601-98.7%

LUK AND ASSOCIATES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUK AND ASSOCIATES 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