Retirement plan

TULSA AIRCRAFT ENGINES, INC. PROFIT SHARING PLAN

Name: TULSA AIRCRAFT ENGINES, INC - TULSA AIRCRAFT ENGINES, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: TULSA AIRCRAFT ENGINES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TULSA AIRCRAFT ENGINES, INC. PROFIT SHARING PLAN, TULSA AIRCRAFT ENGINES, INC

TULSA AIRCRAFT ENGINES, INCEIN 73-0955479Plan #001PY 2015

15 W. 6TH ST., STE. 2310 - TULSA, OK 74119918-382-7000taeengines.comLinkedIn11-50 employeesairlines/aviation

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$541K

No prior year

Total participants

No prior year

Average account balance

$36,047

No prior year

Annual return

-2.46%

No prior year

Benchmarks

See 188 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort188 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+6.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$945

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$375

Other / not subdivided$375100.0%

% of EOY assets

0.069%

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

$36,047

$75,978-52.6%

$73,845-51.2%

Participation rate

0.0%

59.4%-59.4pp

73.4%-73.4pp

Annual return

-2.46%

-3.82%+1.4pp

2267.91%-2270.4pp

Employer contribution / active EE

$1,686-100.0%

$2,788-100.0%

Participant deferral / active EE

$2,729-100.0%

$3,583-100.0%

Admin fee / account holder

$25

$4,229-99.4%

$4,881-99.5%

TULSA AIRCRAFT ENGINES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TULSA AIRCRAFT ENGINES, INC. 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