Retirement plan

ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN

Name: ANGLEN DIESEL, INC. 401K PROFIT - ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: ANGLEN DIESEL, INC. 401K PROFIT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN, ANGLEN DIESEL, INC. 401K PROFIT

ANGLEN DIESEL, INC. 401K PROFITEIN 73-1407093Plan #001PY 2019

1304 NORTH POCOLA BLVD - POCOLA, OK 74902918-436-2438

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$504K

+22.6% from 2018

Total participants

+20.0% from 2018

Average account balance

$42,023

+2.2% from 2018

Annual return

16.74%

+21.43 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$815K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1945

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

$3K

$280 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.666%

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

$42,023

$103,008-59.2%

$90,304-53.5%

$152,897-72.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

16.74%

95.22%-78.5pp

78.13%-61.4pp

345.43%-328.7pp

Employer contribution / active EE

$636

$3,139-79.8%

$2,855-77.7%

$4,764-86.7%

Participant deferral / active EE

$1,387

$4,281-67.6%

$3,885-64.3%

$5,851-76.3%

Admin fee / account holder

$280

$6,175-95.5%

$5,354-94.8%

$11,599-97.6%

ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGLEN DIESEL, INC. 401K 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