Retirement plan

ADAMS ENTERPRISES RETIREMENT PLAN

Name: ADAMS ENTERPRISES OF FLORIDA, INC. - ADAMS ENTERPRISES RETIREMENT PLAN (2022) Form 5500
Creator: ADAMS ENTERPRISES OF FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADAMS ENTERPRISES RETIREMENT PLAN, ADAMS ENTERPRISES OF FLORIDA, INC.

ADAMS ENTERPRISES OF FLORIDA, INC.EIN 81-2695824Plan #001PY 2022

3610 ELK RIDGE LN - VALRICO, FL 33596813-774-1998

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$341K

-13.1% from 2021

Total participants

0.0% from 2021

Average account balance

$340,520

-13.1% from 2021

Annual return

-13.11%

-72.54 pp from 2021

Benchmarks

See 48,287 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,287 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$552K

Not enough data

1 years with asset history on file

Average account balance

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

$552K

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

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

+60.01%

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$340,520

$134,001+154.1%

$112,258+203.3%

$134,509+153.2%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-13.11%

47.15%-60.3pp

27.47%-40.6pp

418.13%-431.2pp

Employer contribution / active EE

$4,039-100.0%

$3,636-100.0%

$4,741-100.0%

Participant deferral / active EE

$5,291-100.0%

$4,728-100.0%

$6,400-100.0%

Admin fee / account holder

$7,491-100.0%

$6,411-100.0%

$11,427-100.0%

ADAMS ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ADAMS ENTERPRISES RETIREMENT PLAN

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