Retirement plan

BAY STATE PLUMBING & HEATING SUPPLY CO., INC. 401(K) PLAN AND TRUST

Name: MATTHEW J. ZICK, INC. - BAY STATE PLUMBING & HEATING SUPPLY CO., INC. 401(K) PLAN AND TRUST (2019) Form 5500
Creator: MATTHEW J. ZICK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAY STATE PLUMBING & HEATING SUPPLY CO., INC. 401(K) PLAN AND TRUST, MATTHEW J. ZICK, INC.

MATTHEW J. ZICK, INC.EIN 81-2917447Plan #001PY 2019

15 MILL STREET - SPRINGFIELD, MA 01108413-733-6696LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$983K

+23.1% from 2018

Total participants

0.0% from 2018

Average account balance

$89,368

+23.1% from 2018

Annual return

16.92%

+23.09 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

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

+23.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$334 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.204%

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

$89,368

$152,612-41.4%

$125,192-28.6%

$152,897-41.6%

Participation rate

100.0%

83.3%+16.7pp

79.8%+20.2pp

82.5%+17.5pp

Annual return

16.92%

54.85%-37.9pp

43.79%-26.9pp

345.43%-328.5pp

Employer contribution / active EE

$2,381

$4,947-51.9%

$3,866-38.4%

$4,764-50.0%

Participant deferral / active EE

$6,160

$5,868+5.0%

$4,937+24.8%

$5,851+5.3%

Admin fee / account holder

$182

$13,437-98.6%

$9,704-98.1%

$11,599-98.4%

BAY STATE PLUMBING & HEATING SUPPLY CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAY STATE PLUMBING & HEATING SUPPLY CO., INC. 401(K) PLAN AND TRUST

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