Retirement plan

CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC FBO RANDAL H LOCKLEAR

Name: CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC - CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC FBO RANDAL H LOCKLEAR (2023) Form 5500
Creator: CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC FBO RANDAL H LOCKLEAR, CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC

CLEAR CREEK DRILLING FLUID CONSULTANTS, LLCEIN 82-2232129Plan #001PY 2023

5748 HERMITAGE CIRCLE - MILTON, FL 32570850-293-2031

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$815K

+19.5% from 2022

Total participants

0.0% from 2022

Average account balance

$814,533

+19.5% from 2022

Annual return

18.93%

+37.36 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$942K

Not enough data

1 years with asset history on file

Average account balance

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

$942K

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

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$814,533

$148,629+448.0%

$135,982+499.0%

$139,487+484.0%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

18.93%

79.33%-60.4pp

68.32%-49.4pp

373.84%-354.9pp

Employer contribution / active EE

$5,247-100.0%

$4,859-100.0%

$4,755-100.0%

Participant deferral / active EE

$4,000

$8,102-50.6%

$7,760-48.5%

$6,713-40.4%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,407-100.0%

CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC FBO RANDAL H LOCKLEAR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLEAR CREEK DRILLING FLUID CONSULTANTS, LLC FBO RANDAL H LOCKLEAR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion