Retirement plan

BURR PLUMBING & PUMPING, INC. 401(K) PLAN

Name: BURR PLUMBING & PUMPING, INC. - BURR PLUMBING & PUMPING, INC. 401(K) PLAN (2016) Form 5500
Creator: BURR PLUMBING & PUMPING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURR PLUMBING & PUMPING, INC. 401(K) PLAN, BURR PLUMBING & PUMPING, INC.

BURR PLUMBING & PUMPING, INC.EIN 77-0435381Plan #001PY 2016

1645 ALMADEN ROAD - SAN JOSE, CA 95125408-287-2877

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+66.4% from 2015

Total participants

+47.4% from 2015

Average account balance

$50,206

-38.4% from 2015

Annual return

30.91%

+32.14 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.86M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

182.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5035

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 codes2F2J3D

Plan features

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).
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).

Expense breakdown

Schedule H Part II

Admin total

$3K

$184 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.245%

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

$50,206

$135,956-63.1%

$123,894-59.5%

$273,972-81.7%

Participation rate

94.4%

84.1%+10.4pp

81.4%+13.0pp

83.0%+11.4pp

Annual return

30.91%

56.63%-25.7pp

47.52%-16.6pp

41.46%-10.5pp

Employer contribution / active EE

$10,963

$5,170+112.1%

$4,617+137.4%

$4,869+125.2%

Participant deferral / active EE

$5,115

$6,343-19.4%

$5,984-14.5%

$5,287-3.3%

Admin fee / account holder

$123

$9,817-98.7%

$8,357-98.5%

$10,133-98.8%

BURR PLUMBING & PUMPING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURR PLUMBING & PUMPING, INC. 401(K) 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