Retirement plan

PUDDINGTON-GATEWOOD, INC., PROFIT SHARING PLAN

Name: PUDDINGTON-GATEWOOD, INC. - PUDDINGTON-GATEWOOD, INC., PROFIT SHARING PLAN (2016) Form 5500
Creator: PUDDINGTON-GATEWOOD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUDDINGTON-GATEWOOD, INC., PROFIT SHARING PLAN, PUDDINGTON-GATEWOOD, INC.

PUDDINGTON-GATEWOOD, INC.EIN 75-1395138Plan #001PY 2016

3721 VZ CR 3710 - P.O. BOX 718 - EDGEWOOD, TX 75117903-896-1796LinkedIn1-10 employeescomputer software

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+1.8% from 2015

Total participants

0.0% from 2015

Average account balance

$520,942

+1.8% from 2015

Annual return

2.97%

+2.72 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.16M

Not enough data

1 years with asset history on file

Average account balance

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

$693K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+4.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29442

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 codes2E3D2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$137K

$22828 / participant

Other / not subdivided$137K100.0%

% of EOY assets

4.382%

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

$520,942

$131,835+295.1%

$108,582+379.8%

$273,972+90.1%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

2.97%

-91.57%+94.5pp

-51.70%+54.7pp

41.46%-38.5pp

Employer contribution / active EE

$9,040

$4,913+84.0%

$3,758+140.5%

$4,869+85.7%

Participant deferral / active EE

$5,333

$5,127+4.0%

$4,311+23.7%

$5,287+0.9%

Admin fee / account holder

$22,828

$10,253+122.7%

$7,645+198.6%

$10,133+125.3%

PUDDINGTON-GATEWOOD, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUDDINGTON-GATEWOOD, 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