Retirement plan

EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: EMPLOYEE-OWNED COMPANIES, INC. DBA E-O-C, INC. - EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: EMPLOYEE-OWNED COMPANIES, INC. DBA E-O-C, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, EMPLOYEE-OWNED COMPANIES, INC. DBA E-O-C, INC.

EMPLOYEE-OWNED COMPANIES, INC. DBA E-O-C, INC.EIN 81-2641950Plan #002PY 2018

3025 NORTH STATE HIGHWAY 161 - IRVING, TX 750622137972-255-3500LinkedIn201-500 employeesreal estate

Other plans on this EIN

1 filing

#001Retirement-$13.5M assets

Prospect flagsHigh cashHigh assets / participantLow participant contribution

Top hat statement on fileNQDC

Filed July 31, 2017

Plan administrator

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3025 N. State Hwy. 161

Irving State: TX Zip Code: 75062

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Plans declared (1)

Employee-Owned Companies, Inc. Deferred Compensation Plan14 emp

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Total assets (EOY)

$104.5M

+34.9% from 2017

Total participants

355

+19.5% from 2017

Average account balance

$294,427

+12.9% from 2017

Annual return

68.36%

+37.91 pp from 2017

Benchmarks

See 592 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort592 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$294,427

$42,810+587.7%

$169,452+73.8%

$55,725+428.4%

Participation rate

100.0%

64.7%+35.3pp

77.8%+22.2pp

70.9%+29.1pp

Annual return

68.36%

-3.61%+72.0pp

1.83%+66.5pp

244.93%-176.6pp

Employer contribution / active EE

$3,502

$1,402+149.8%

$4,157-15.8%

$2,078+68.5%

Participant deferral / active EE

$3,141-100.0%

$5,277-100.0%

$3,356-100.0%

Admin fee / account holder

$106-100.0%

$9,110-100.0%

$115-100.0%

EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE-OWNED COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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