Retirement plan

DEPENDABLE ELECTRICAL SERVICES 401(K) PLAN

Name: DEPENDABLE ELECTRICAL SERVICES, INC. - DEPENDABLE ELECTRICAL SERVICES 401(K) PLAN (2024) Form 5500
Creator: DEPENDABLE ELECTRICAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEPENDABLE ELECTRICAL SERVICES 401(K) PLAN, DEPENDABLE ELECTRICAL SERVICES, INC.

DEPENDABLE ELECTRICAL SERVICES, INC.EIN 81-4726281Plan #001PY 2024

1010 HUDSON LANE - NAPA, CA 94558707-815-0896dependable-electrical-repair.business.siteLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$83K

+37.4% from 2023

Total participants

+66.7% from 2023

Average account balance

$20,640

+3.1% from 2023

Annual return

13.92%

-375.65 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$83K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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

$14K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$281

$70 / participant

Other / not subdivided$281100.0%

% of EOY assets

0.340%

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

$20,640

$88,702-76.7%

$81,780-74.8%

$145,978-85.9%

Participation rate

75.0%

75.0%0pp

72.4%+2.6pp

80.3%-5.3pp

Annual return

13.92%

1029.12%-1015.2pp

776.27%-762.4pp

550.52%-536.6pp

Employer contribution / active EE

$1,314

$3,084-57.4%

$2,914-54.9%

$4,662-71.8%

Participant deferral / active EE

$2,219

$4,645-52.2%

$4,321-48.7%

$6,690-66.8%

Admin fee / account holder

$70

$8,414-99.2%

$7,384-99.0%

$13,400-99.5%

DEPENDABLE ELECTRICAL SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEPENDABLE ELECTRICAL SERVICES 401(K) 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