Retirement plan

G. E. HUEBNER CONCRETE CO. PROFIT SHARING PLAN

Name: G. E. HUEBNER CONCRETE, INC. - G. E. HUEBNER CONCRETE CO. PROFIT SHARING PLAN (2021) 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 2021

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+8.3% from 2020

Total participants

-6.3% from 2020

Average account balance

$189,679

+15.5% from 2020

Annual return

20.11%

+14.30 pp from 2020

Benchmarks

See 8,357 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,357 peers

Snapshot2021

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

$416K

$31966 / participant

Other / not subdivided$416K100.0%

% of EOY assets

14.606%

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

$189,679

$127,779+48.4%

$106,551+78.0%

$167,518+13.2%

Participation rate

100.0%

78.3%+21.7pp

76.1%+23.9pp

82.1%+17.9pp

Annual return

20.11%

33.87%-13.8pp

26.80%-6.7pp

478.71%-458.6pp

Employer contribution / active EE

$6,982

$3,427+103.7%

$2,819+147.6%

$4,838+44.3%

Participant deferral / active EE

$5,088-100.0%

$4,398-100.0%

$6,342-100.0%

Admin fee / account holder

$27,704

$11,228+146.7%

$7,408+274.0%

$12,312+125.0%

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