Retirement plan

JETTA OPERATING COMPANY EMPLOYEE PROFIT SHARING PLAN EIN 75-2431614

Name: JETTA OPERATING COMPANY, INC. FORMERLY JETTA PRODUCTION COMPANY, INC. - JETTA OPERATING COMPANY EMPLOYEE PROFIT SHARING PLAN EIN 75-2431614 (2016) Form 5500
Creator: JETTA OPERATING COMPANY, INC. FORMERLY JETTA PRODUCTION COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JETTA OPERATING COMPANY EMPLOYEE PROFIT SHARING PLAN EIN 75-2431614, JETTA OPERATING COMPANY, INC. FORMERLY JETTA PRODUCTION COMPANY, INC.

JETTA OPERATING COMPANY, INC. FORMERLY JETTA PRODUCTION COMPANY, INC.EIN 75-2765486Plan #001PY 2016

777 TAYLOR STREET SUITE P1 - FORT WORTH, TX 761024919817-335-1179jettaoperating.comLinkedIn51-200 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$31.1M

No prior year

Total participants

262

No prior year

Average account balance

$144,171

No prior year

Annual return

11.18%

No prior year

Benchmarks

See 293 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort293 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.00M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

200

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.

96.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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

1 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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$31K

$146 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.101%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WILLIAMS, WILBURN & CO., PLLC
Auditor EIN: 454222795
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,171

$61,616+134.0%

$105,754+36.3%

$55,167+161.3%

Participation rate

78.7%

72.9%+5.8pp

78.9%-0.2pp

69.0%+9.7pp

Annual return

11.18%

11.15%0pp

12.25%-1.1pp

169.23%-158.1pp

Employer contribution / active EE

$1,968

$3,043-35.3%

$4,079-51.8%

$1,963+0.3%

Participant deferral / active EE

$4,779

$4,213+13.4%

$5,326-10.3%

$3,054+56.5%

Admin fee / account holder

$146

$379-61.5%

$8,309-98.2%

$504-71.1%

JETTA OPERATING COMPANY EMPLOYEE PROFIT SHARING PLAN EIN 75-2431614

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JETTA OPERATING COMPANY EMPLOYEE PROFIT SHARING PLAN EIN 75-2431614

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