Retirement plan

TULSA AIRCRAFT ENGINES, INC. PROFIT SHARING PLAN

Name: TULSA AIRCRAFT ENGINES, INC - TULSA AIRCRAFT ENGINES, INC. PROFIT SHARING PLAN (2017) 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 2017

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)

$867K

+27.3% from 2016

Total participants

0.0% from 2016

Average account balance

$57,775

+27.3% from 2016

Annual return

13.92%

+6.71 pp from 2016

Benchmarks

See 152 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort152 peers

Snapshot2017

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

0.043%

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

$57,775

$81,070-28.7%

$86,581-33.3%

Participation rate

0.0%

69.8%-69.8pp

73.5%-73.5pp

Annual return

13.92%

13.68%+0.2pp

965.06%-951.1pp

Employer contribution / active EE

$2,009-100.0%

$2,840-100.0%

Participant deferral / active EE

$3,009-100.0%

$3,609-100.0%

Admin fee / account holder

$25

$2,785-99.1%

$4,904-99.5%

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