Retirement plan

HADLEY GENERAL CONTRACTORS, INC. PROFIT SHARING/401(K) PLAN

Name: HADLEY GENERAL CONTRACTORS, INC. - HADLEY GENERAL CONTRACTORS, INC. PROFIT SHARING/401(K) PLAN (2021) Form 5500
Creator: HADLEY GENERAL CONTRACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HADLEY GENERAL CONTRACTORS, INC. PROFIT SHARING/401(K) PLAN, HADLEY GENERAL CONTRACTORS, INC.

HADLEY GENERAL CONTRACTORS, INC.EIN 68-0323099Plan #002PY 2021

85 BEACH ROAD, P.O. BOX 345 - BELVEDERE, CA 94920415-383-0583hadleyconstruction.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+27.0% from 2020

Total participants

+7.7% from 2020

Average account balance

$155,659

+37.5% from 2020

Annual return

10.22%

-8.70 pp from 2020

Benchmarks

See 44,693 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,693 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.01M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$406K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+6.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 codes2E2F2G2T3D

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.
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

$273

$23 / participant

Other / not subdivided$273100.0%

% of EOY assets

0.015%

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

$155,659

$124,351+25.2%

$109,188+42.6%

$167,553-7.1%

Participation rate

83.3%

79.4%+3.9pp

75.9%+7.5pp

82.1%+1.2pp

Annual return

10.22%

26.04%-15.8pp

25.76%-15.5pp

478.89%-468.7pp

Employer contribution / active EE

$8,631

$4,210+105.0%

$3,723+131.8%

$4,840+78.3%

Participant deferral / active EE

$11,885

$5,257+126.1%

$4,654+155.4%

$6,343+87.4%

Admin fee / account holder

$23

$7,975-99.7%

$6,755-99.7%

$12,316-99.8%

HADLEY GENERAL CONTRACTORS, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HADLEY GENERAL CONTRACTORS, INC. PROFIT SHARING/401(K) 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