Retirement plan

DILLMEIER ENTERPRISES , INC. 401(K) PROFIT SHARING

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

DILLMEIER ENTERPRISES INC.EIN 71-0641298Plan #001PY 2017

2903 INDUSTRIAL PARK ROAD - VAN BUREN, AR 72956479-474-7733

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+22.3% from 2016

Total participants

-3.2% from 2016

Average account balance

$26,482

+26.3% from 2016

Annual return

14.56%

+12.90 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

53.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$516K

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

+16.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4471

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$138 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.494%

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

$26,482

$67,411-60.7%

$91,004-70.9%

$70,126-62.2%

Participation rate

100.0%

71.4%+28.6pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

14.56%

-40.16%+54.7pp

4.60%+10.0pp

73.15%-58.6pp

Employer contribution / active EE

$402

$1,786-77.5%

$2,456-83.6%

$2,343-82.8%

Participant deferral / active EE

$1,487

$2,823-47.3%

$3,548-58.1%

$3,332-55.4%

Admin fee / account holder

$131

$4,236-96.9%

$5,417-97.6%

$4,645-97.2%

DILLMEIER ENTERPRISES , INC. 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DILLMEIER ENTERPRISES , INC. 401(K) PROFIT SHARING

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