Retirement plan

STONE & WARD, INC. 401(K) PROFIT SHARING PLAN

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

STONE & WARD, INC.EIN 71-0710164Plan #001PY 2021

225 E MARKHAM STE 450 - LITTLE ROCK, AR 72201501-375-3003stoneward.comLinkedIn51-200 employeesmarketing and advertising

Other plans on this EIN

1 filing

#002Retirement-$7.2M assets

Prospect flagsLow employer contribution

Top hat statement on fileNQDC

Filed October 16, 2017

Plan administrator

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225 E. Markham Suite 450

Little Rock State: AR Zip Code: 72201

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$5.5M

+25.8% from 2020

Total participants

+6.7% from 2020

Average account balance

$87,911

+17.8% from 2020

Annual return

20.08%

+8.55 pp from 2020

Benchmarks

See 27,004 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,004 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.50M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

107.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$270K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2265

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

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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 codes2E2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$93 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.097%

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

$87,911

$105,200-16.4%

$159,474-44.9%

$85,847+2.4%

Participation rate

70.7%

75.8%-5.1pp

82.8%-12.1pp

69.3%+1.4pp

Annual return

20.08%

45.08%-25.0pp

263.68%-243.6pp

318.61%-298.5pp

Employer contribution / active EE

$3,319-100.0%

$4,831-100.0%

$2,565-100.0%

Participant deferral / active EE

$4,400

$5,946-26.0%

$7,353-40.2%

$3,952+11.3%

Admin fee / account holder

$85

$6,934-98.8%

$10,802-99.2%

$6,261-98.6%

STONE & WARD, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONE & WARD, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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