Retirement plan

T. BOB AMTHOR COMPANY, INC. PROFIT SHARING PLAN

Name: T. BOB AMTHOR COMPANY, INC. - T. BOB AMTHOR COMPANY, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: T. BOB AMTHOR COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T. BOB AMTHOR COMPANY, INC. PROFIT SHARING PLAN, T. BOB AMTHOR COMPANY, INC.

T. BOB AMTHOR COMPANY, INC.EIN 75-1985661Plan #001PY 2018

PO BOX 5782 - MIDLAND, TX 79704432-684-4692

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

-6.5% from 2017

Total participants

-8.3% from 2017

Average account balance

$263,715

+2.0% from 2017

Annual return

8.28%

-0.26 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.30M

Not enough data

1 years with asset history on file

Average account balance

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

$367K

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

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12985

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 codes2E2G2R3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$553K

$61490 / participant

Other / not subdivided$553K100.0%

% of EOY assets

19.077%

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

$263,715

$147,167+79.2%

$111,392+136.7%

$135,380+94.8%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

8.28%

-4.44%+12.7pp

-2.06%+10.3pp

519.81%-511.5pp

Employer contribution / active EE

$8,824

$5,204+69.6%

$4,328+103.9%

$4,779+84.6%

Participant deferral / active EE

$6,565-100.0%

$5,567-100.0%

$5,609-100.0%

Admin fee / account holder

$50,310

$20,270+148.2%

$12,266+310.2%

$10,828+364.6%

T. BOB AMTHOR COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T. BOB AMTHOR COMPANY, 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