Retirement plan

DEPENDABLE DIESEL TRUCK SERVICE 401K PS PLAN & TRUST

Name: DEPENDABLE DIESEL TRUCK SERVICE, - DEPENDABLE DIESEL TRUCK SERVICE 401K PS PLAN & TRUST (2021) Form 5500
Creator: DEPENDABLE DIESEL TRUCK SERVICE,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEPENDABLE DIESEL TRUCK SERVICE 401K PS PLAN & TRUST, DEPENDABLE DIESEL TRUCK SERVICE,

DEPENDABLE DIESEL TRUCK SERVICE,EIN 76-0419632Plan #001PY 2021

242-A MCCARTY - HOUSTON, TX 77029713-671-9751dependabledieselcarcare.comLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$388K

+13.1% from 2020

Total participants

0.0% from 2020

Average account balance

$96,964

+13.1% from 2020

Annual return

10.50%

-3.00 pp from 2020

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes2E2F2G2J2T3D

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).
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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$96,964

$109,872-11.7%

$98,483-1.5%

$167,536-42.1%

Participation rate

75.0%

75.8%-0.8pp

73.3%+1.7pp

82.1%-7.1pp

Annual return

10.50%

1959.31%-1948.8pp

1494.38%-1483.9pp

478.82%-468.3pp

Employer contribution / active EE

$3,225-100.0%

$2,961-100.0%

$4,839-100.0%

Participant deferral / active EE

$2,221

$4,673-52.5%

$4,276-48.1%

$6,342-65.0%

Admin fee / account holder

$6,757-100.0%

$5,953-100.0%

$12,315-100.0%

DEPENDABLE DIESEL TRUCK SERVICE 401K PS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DEPENDABLE DIESEL TRUCK SERVICE 401K PS PLAN & TRUST

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