Retirement plan

WALLACE CURB & GUTTER, INC. 401K PROFIT SHARING PLAN

Name: WALLACE CURB & GUTTER, INC. - WALLACE CURB & GUTTER, INC. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: WALLACE CURB & GUTTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALLACE CURB & GUTTER, INC. 401K PROFIT SHARING PLAN, WALLACE CURB & GUTTER, INC.

WALLACE CURB & GUTTER, INC.EIN 82-4416444Plan #001PY 2024

2867 LIVE OAK ROAD - HIGHLAND, CA 92346909-795-4923

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$482K

+44.3% from 2023

Total participants

0.0% from 2023

Average account balance

$240,784

+44.3% from 2023

Annual return

20.17%

+0.88 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$482K

Not enough data

1 years with asset history on file

Average account balance

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

$241K

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+20.17%

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 codes2E2J3D

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.
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.

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

$240,784

$110,337+118.2%

$102,383+135.2%

$145,877+65.1%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

20.17%

24.83%-4.7pp

24.94%-4.8pp

551.28%-531.1pp

Employer contribution / active EE

$25,066

$4,216+494.5%

$3,870+547.6%

$4,663+437.5%

Participant deferral / active EE

$15,250

$5,621+171.3%

$5,060+201.4%

$6,691+127.9%

Admin fee / account holder

$9,750-100.0%

$8,391-100.0%

$13,402-100.0%

WALLACE CURB & GUTTER, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WALLACE CURB & GUTTER, INC. 401K PROFIT SHARING PLAN

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