Retirement plan

G. E. HUEBNER CONCRETE CO. PROFIT SHARING PLAN

Name: G. E. HUEBNER CONCRETE, INC. - G. E. HUEBNER CONCRETE CO. PROFIT SHARING PLAN (2018) Form 5500
Creator: G. E. HUEBNER CONCRETE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G. E. HUEBNER CONCRETE CO. PROFIT SHARING PLAN, G. E. HUEBNER CONCRETE, INC.

G. E. HUEBNER CONCRETE, INC.EIN 74-1926465Plan #001PY 2018

217 S. MATTHEWS - BELLVILLE, TX 77418979-865-2274

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+8.3% from 2017

Total participants

+7.1% from 2017

Average account balance

$153,918

+1.1% from 2017

Annual return

5.53%

-3.85 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.69M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1707

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$28K

$2002 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.214%

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

$153,918

$95,979+60.4%

$74,551+106.5%

$135,380+13.7%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

5.53%

56.97%-51.4pp

32.53%-27.0pp

519.81%-514.3pp

Employer contribution / active EE

$5,287

$2,716+94.6%

$1,961+169.6%

$4,779+10.6%

Participant deferral / active EE

$3,844-100.0%

$3,108-100.0%

$5,609-100.0%

Admin fee / account holder

$1,868

$6,522-71.4%

$5,059-63.1%

$10,828-82.7%

G. E. HUEBNER CONCRETE CO. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G. E. HUEBNER CONCRETE CO. 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