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 (2021) 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 2021

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+32.9% from 2020

Total participants

+16.7% from 2020

Average account balance

$114,217

+13.9% from 2020

Annual return

28.55%

+11.56 pp from 2020

Benchmarks

See 22,593 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,593 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

240.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10901

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

$143 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.098%

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

$114,217

$176,838-35.4%

$146,685-22.1%

$167,518-31.8%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

28.55%

24.04%+4.5pp

22.75%+5.8pp

478.71%-450.2pp

Employer contribution / active EE

$1,628

$5,161-68.5%

$4,137-60.7%

$4,838-66.4%

Participant deferral / active EE

$3,308

$6,441-48.6%

$5,507-39.9%

$6,342-47.8%

Admin fee / account holder

$113

$13,262-99.2%

$10,281-98.9%

$12,312-99.1%

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