Retirement plan

CALDWELL COLLISION INC. 401(K)/PROFIT SHARING PLAN

Name: CALDWELL COLLISION, INC. - CALDWELL COLLISION INC. 401(K)/PROFIT SHARING PLAN (2022) Form 5500
Creator: CALDWELL COLLISION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALDWELL COLLISION INC. 401(K)/PROFIT SHARING PLAN, CALDWELL COLLISION, INC.

CALDWELL COLLISION, INC.EIN 81-4489223Plan #001PY 2022

19 CENTRAL AVENUE - CALDWELL, NJ 07006973-226-8288

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$131K

-7.7% from 2021

Total participants

-16.7% from 2021

Average account balance

$32,844

-30.8% from 2021

Annual return

-27.09%

-52.83 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$278K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+23.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$181

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 codes2G2J2E

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$632

$126 / participant

Other / not subdivided$632100.0%

% of EOY assets

0.481%

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

$32,844

$92,684-64.6%

$82,706-60.3%

$134,509-75.6%

Participation rate

80.0%

75.2%+4.8pp

72.6%+7.4pp

81.2%-1.2pp

Annual return

-27.09%

945.84%-972.9pp

701.76%-728.8pp

418.13%-445.2pp

Employer contribution / active EE

$2,847

$3,272-13.0%

$3,007-5.3%

$4,741-39.9%

Participant deferral / active EE

$2,670

$4,800-44.4%

$4,394-39.2%

$6,400-58.3%

Admin fee / account holder

$158

$5,982-97.4%

$5,329-97.0%

$11,427-98.6%

CALDWELL COLLISION INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALDWELL COLLISION INC. 401(K)/PROFIT SHARING 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