Retirement plan

ENTECH SALES AND SERVICE EMPLOYEE STOCK OWNERSHIP PLAN

Name: ENTECH HOLDINGS, INC. - ENTECH SALES AND SERVICE EMPLOYEE STOCK OWNERSHIP PLAN (2020) Form 5500
Creator: ENTECH HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTECH SALES AND SERVICE EMPLOYEE STOCK OWNERSHIP PLAN, ENTECH HOLDINGS, INC.

ENTECH HOLDINGS, INC.EIN 82-3789215Plan #002PY 2020

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

Other plans on this EIN

1 filing

#001Retirement-$54.1M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$94M

+10.2% from 2019

Total participants

410

+12.6% from 2019

Average account balance

$230,976

-2.8% from 2019

Annual return

11.72%

+2.23 pp from 2019

Benchmarks

See 874 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort874 peers

Snapshot2020

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

$230,976

$52,722+338.1%

$90,461+155.3%

$73,412+214.6%

Participation rate

99.1%

67.7%+31.4pp

72.7%+26.4pp

72.2%+26.9pp

Annual return

11.72%

20.70%-9.0pp

1294.76%-1283.0pp

59.30%-47.6pp

Employer contribution / active EE

$3,899

$1,872+108.3%

$3,264+19.4%

$2,234+74.5%

Participant deferral / active EE

$2,810-100.0%

$3,964-100.0%

$3,806-100.0%

Admin fee / account holder

$117-100.0%

$5,617-100.0%

$158-100.0%

ENTECH SALES AND SERVICE EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTECH SALES AND SERVICE EMPLOYEE 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