Retirement plan

BROWNING OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: BROWNING ENTERPRISES, INC. - BROWNING OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: BROWNING ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWNING OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN, BROWNING ENTERPRISES, INC.

BROWNING ENTERPRISES, INC.EIN 75-1977417Plan #001PY 2015

12377 MERIT DR STE 450 - DALLAS, TX 752512343214-739-3481

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$917K

No prior year

Total participants

No prior year

Average account balance

$458,390

No prior year

Annual return

-2.10%

No prior year

Benchmarks

See 799 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort799 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$7K

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$458,390

$152,651+200.3%

$105,218+335.7%

$125,389+265.6%

Participation rate

100.0%

81.5%+18.5pp

77.2%+22.8pp

83.2%+16.8pp

Annual return

-2.10%

8.24%-10.3pp

5.33%-7.4pp

282.24%-284.3pp

Employer contribution / active EE

$11,181

$4,802+132.8%

$3,255+243.5%

$4,866+129.8%

Participant deferral / active EE

$20,900

$6,660+213.8%

$4,867+329.5%

$5,352+290.5%

Admin fee / account holder

$14,248-100.0%

$6,992-100.0%

$9,541-100.0%

BROWNING OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BROWNING OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion