Retirement plan

ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN

Name: ANGLEN DIESEL, INC. 401K PROFIT - ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$617K

-9.8% from 2021

Total participants

0.0% from 2021

Average account balance

$61,686

-9.8% from 2021

Annual return

-14.19%

-24.02 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

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

$8K

$641 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.246%

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

$61,686

$92,743-33.5%

$82,744-25.4%

$134,532-54.1%

Participation rate

83.3%

75.2%+8.1pp

72.6%+10.8pp

81.2%+2.1pp

Annual return

-14.19%

946.63%-960.8pp

702.22%-716.4pp

418.27%-432.5pp

Employer contribution / active EE

$782

$3,273-76.1%

$3,008-74.0%

$4,741-83.5%

Participant deferral / active EE

$1,854

$4,802-61.4%

$4,395-57.8%

$6,401-71.0%

Admin fee / account holder

$769

$5,977-87.1%

$5,325-85.6%

$11,429-93.3%

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