Retirement plan

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

Name: CALDWELL COLLISION, INC. - CALDWELL COLLISION INC. 401(K)/PROFIT SHARING PLAN (2023) 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 2023

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$200K

+52.6% from 2022

Total participants

+60.0% from 2022

Average account balance

$40,090

+22.1% from 2022

Annual return

31.52%

+58.61 pp from 2022

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$754

$108 / participant

Other / not subdivided$754100.0%

% of EOY assets

0.376%

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

$40,090

$96,643-58.5%

$86,617-53.7%

$139,456-71.3%

Participation rate

57.1%

74.4%-17.3pp

71.7%-14.6pp

80.3%-23.2pp

Annual return

31.52%

106.57%-75.1pp

591.91%-560.4pp

373.45%-341.9pp

Employer contribution / active EE

$1,887

$3,264-42.2%

$3,023-37.6%

$4,753-60.3%

Participant deferral / active EE

$2,066

$4,835-57.3%

$4,437-53.4%

$6,711-69.2%

Admin fee / account holder

$151

$6,406-97.6%

$5,613-97.3%

$11,407-98.7%

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