Retirement plan

ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUSTEIN 72-0764470Plan #001PY 2018

4812 JEFFERSON ISLAND RD - NEW IBERIA, LA 70560337-364-4615

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+7.5% from 2017

Total participants

+50.0% from 2017

Average account balance

$197,944

-1.5% from 2017

Annual return

6.41%

-0.07 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.01M

Not enough data

1 years with asset history on file

Average account balance

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

$401K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11850

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$101K

$10054 / participant

Other / not subdivided$101K100.0%

% of EOY assets

4.233%

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

$197,944

$127,100+55.7%

$105,738+87.2%

$135,379+46.2%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

6.41%

4.49%+1.9pp

6.27%+0.1pp

519.79%-513.4pp

Employer contribution / active EE

$10,000

$4,107+143.5%

$3,268+206.0%

$4,779+109.3%

Participant deferral / active EE

$5,064-100.0%

$4,080-100.0%

$5,609-100.0%

Admin fee / account holder

$8,379

$9,087-7.8%

$6,913+21.2%

$10,828-22.6%

ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ULYSSE GONSOULIN & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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