Retirement plan

ENTECH SALES & SERVICE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

Name: ENTECH HOLDINGS, INC. - ENTECH SALES & SERVICE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: ENTECH HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTECH SALES & SERVICE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN, ENTECH HOLDINGS, INC.

ENTECH HOLDINGS, INC.EIN 82-3789215Plan #002PY 2018

3404 GARDEN BROOK DR - DALLAS, TX 752342444972-241-8188

Other plans on this EIN

1 filing

#001Retirement-$33.8M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$80M

-25.3% from 2017

Total participants

341

-9.1% from 2017

Average account balance

$235,390

-18.5% from 2017

Annual return

6.65%

+2.71 pp from 2017

Benchmarks

See 845 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort845 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$152.75M

Not enough data

1 years with asset history on file

Average account balance

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

$376K

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.

406

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+33.84%

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

1 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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEAVER AND TIDWELL, LLP
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$235,390

$43,999+435.0%

$79,467+196.2%

$55,725+322.4%

Participation rate

99.7%

66.9%+32.7pp

73.3%+26.3pp

70.9%+28.8pp

Annual return

6.65%

1.81%+4.8pp

718.30%-711.6pp

244.93%-238.3pp

Employer contribution / active EE

$4,378

$1,830+139.3%

$2,800+56.4%

$2,078+110.7%

Participant deferral / active EE

$2,538-100.0%

$3,704-100.0%

$3,356-100.0%

Admin fee / account holder

$118-100.0%

$5,104-100.0%

$115-100.0%

ENTECH SALES & SERVICE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTECH SALES & SERVICE, INC. EMPLOYEES' STOCK OWNERSHIP 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