Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EUREKA FLOOR CARPET ONE

Name: EUREKA FLOOR CARPET ONE - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EUREKA FLOOR CARPET ONE (2023) Form 5500
Creator: EUREKA FLOOR CARPET ONE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EUREKA FLOOR CARPET ONE, EUREKA FLOOR CARPET ONE

EUREKA FLOOR CARPET ONEEIN 68-0385672Plan #002PY 2023

2385 MYRTLE AVE - EUREKA, CA 955013327707-443-9321eurekafloorcarpetoneeureka.comLinkedIn1-10 employeesretail

Other plans on this EIN

1 filing

#001Retirement-$816K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

+16.6% from 2022

Total participants

0.0% from 2022

Average account balance

$124,918

+4.9% from 2022

Annual return

13.47%

+31.50 pp from 2022

Benchmarks

See 51,594 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,594 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2G3D2J2E

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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$68

$11 / participant

Other / not subdivided$68100.0%

% of EOY assets

0.005%

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

$124,918

$106,267+17.6%

$96,520+29.4%

$139,456-10.4%

Participation rate

83.3%

77.8%+5.5pp

74.3%+9.0pp

80.3%+3.0pp

Annual return

13.47%

38.45%-25.0pp

35.72%-22.3pp

373.45%-360.0pp

Employer contribution / active EE

$5,097

$4,105+24.2%

$3,739+36.3%

$4,753+7.2%

Participant deferral / active EE

$433

$5,454-92.1%

$4,879-91.1%

$6,711-93.5%

Admin fee / account holder

$7,882-99.9%

$6,733-99.9%

$11,407-99.9%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EUREKA FLOOR CARPET ONE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EUREKA FLOOR CARPET ONE

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