Retirement plan

CENTRAL HEATING AND COOLING, INC. 401(K) PROFIT SHARING PLAN

Name: CENTRAL HEATING AND COOLING, INC. - CENTRAL HEATING AND COOLING, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CENTRAL HEATING AND COOLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL HEATING AND COOLING, INC. 401(K) PROFIT SHARING PLAN, CENTRAL HEATING AND COOLING, INC.

CENTRAL HEATING AND COOLING, INC.EIN 71-0385832Plan #001PY 2017

1585 SOUTH COLLEGE STREET - MOUNTAIN HOME, AR 72653870-425-4717centralheatingandcooling.netLinkedIn11-50 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$881K

+21.7% from 2016

Total participants

+8.7% from 2016

Average account balance

$36,710

-23.9% from 2016

Annual return

10.84%

+1.79 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6366

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$215 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.611%

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

$36,710

$63,346-42.0%

$92,240-60.2%

$70,126-47.7%

Participation rate

96.0%

68.7%+27.3pp

76.5%+19.5pp

69.5%+26.5pp

Annual return

10.84%

530.19%-519.3pp

176.29%-165.4pp

73.15%-62.3pp

Employer contribution / active EE

$986

$2,471-60.1%

$3,680-73.2%

$2,343-57.9%

Participant deferral / active EE

$2,170

$2,854-24.0%

$3,897-44.3%

$3,332-34.9%

Admin fee / account holder

$224

$3,841-94.2%

$5,194-95.7%

$4,645-95.2%

CENTRAL HEATING AND COOLING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL HEATING AND COOLING, INC. 401(K) 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