Retirement plan

DCG MACHINE, INC. PROFIT SHARING PLAN

Name: DCG MACHINE, INC. - DCG MACHINE, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: DCG MACHINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DCG MACHINE, INC. PROFIT SHARING PLAN, DCG MACHINE, INC.

DCG MACHINE, INC.EIN 75-1786338Plan #002PY 2024

1001 CHEROKEE TRACE - WHITE OAK, TX 756933501903-297-2053dcgmachineinc.comLinkedIn11-50 employeesoil & energy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.5M

No prior year

Total participants

No prior year

Average account balance

$160,749

No prior year

Annual return

18.99%

No prior year

Benchmarks

See 22,981 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,981 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2A2E2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

$142K

$6163 / participant

Other / not subdivided$142K100.0%

% of EOY assets

2.594%

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

$160,749

$117,846+36.4%

$102,434+56.9%

$145,884+10.2%

Participation rate

100.0%

78.6%+21.4pp

76.5%+23.5pp

80.3%+19.7pp

Annual return

18.99%

31.90%-12.9pp

29.46%-10.5pp

551.85%-532.9pp

Employer contribution / active EE

$3,913

$3,615+8.3%

$3,023+29.4%

$4,662-16.1%

Participant deferral / active EE

$5,733-100.0%

$5,055-100.0%

$6,690-100.0%

Admin fee / account holder

$4,169

$13,356-68.8%

$9,462-55.9%

$13,392-68.9%

DCG MACHINE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DCG MACHINE, 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