Retirement plan

BILL NELSON GENERAL ENGINEERING CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Name: BILL NELSON GENERAL ENGINEERING - BILL NELSON GENERAL ENGINEERING CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BILL NELSON GENERAL ENGINEERING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL NELSON GENERAL ENGINEERING CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN, BILL NELSON GENERAL ENGINEERING

BILL NELSON GENERAL ENGINEERINGEIN 77-0363005Plan #001PY 2017

2741 E. MALAGA AVE. - FRESNO, CA 93725559-439-1756bngec.usLinkedIn1-10 employeesconstruction

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$760K

+27.1% from 2016

Total participants

0.0% from 2016

Average account balance

$189,920

+58.8% from 2016

Annual return

22.42%

+11.70 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$251K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7543

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 codes2E2F2G2J3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$681

$136 / participant

Other / not subdivided$681100.0%

% of EOY assets

0.090%

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

$189,920

$106,008+79.2%

$92,240+105.9%

$147,586+28.7%

Participation rate

80.0%

80.4%-0.4pp

76.5%+3.5pp

82.8%-2.8pp

Annual return

22.42%

50.05%-27.6pp

176.29%-153.9pp

578.59%-556.2pp

Employer contribution / active EE

$4,333-100.0%

$3,680-100.0%

$4,876-100.0%

Participant deferral / active EE

$5,668

$4,478+26.6%

$3,897+45.4%

$5,439+4.2%

Admin fee / account holder

$170

$6,333-97.3%

$5,194-96.7%

$10,886-98.4%

BILL NELSON GENERAL ENGINEERING CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL NELSON GENERAL ENGINEERING CONSTRUCTION, INC. 401(K) 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