Retirement plan

ANGELINA & NECHES RIVER RAILROAD CO. - 401K PROFIT

Name: ANGELINA & NECHES RIVER RAILROAD COMPANY - ANGELINA & NECHES RIVER RAILROAD CO. - 401K PROFIT (2021) Form 5500
Creator: ANGELINA & NECHES RIVER RAILROAD COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGELINA & NECHES RIVER RAILROAD CO. - 401K PROFIT, ANGELINA & NECHES RIVER RAILROAD COMPANY

ANGELINA & NECHES RIVER RAILROAD COMPANYEIN 75-6000109Plan #002PY 2021

PO BOX 1328 - LUFKIN, TX 759021328936-634-4403anrrr.comLinkedIn1-10 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#001Retirement-$5.7M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$300K

+47.0% from 2020

Total participants

+33.3% from 2020

Average account balance

$37,495

+10.2% from 2020

Annual return

9.89%

+1.61 pp from 2020

Benchmarks

See 7,536 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,536 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$368K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+5.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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 codes2E2F2H2J3D

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).
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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$37,495

$104,709-64.2%

$85,705-56.3%

$167,553-77.6%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

9.89%

21.45%-11.6pp

21.49%-11.6pp

478.89%-469.0pp

Employer contribution / active EE

$4,551

$3,338+36.3%

$2,619+73.8%

$4,840-6.0%

Participant deferral / active EE

$4,911

$4,827+1.8%

$3,924+25.2%

$6,343-22.6%

Admin fee / account holder

$10,036-100.0%

$6,877-100.0%

$12,316-100.0%

ANGELINA & NECHES RIVER RAILROAD CO. - 401K PROFIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANGELINA & NECHES RIVER RAILROAD CO. - 401K PROFIT

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