Retirement plan

SHERIDAN MOTOR, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

Name: SHERIDAN MOTOR, INC. - SHERIDAN MOTOR, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SHERIDAN MOTOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHERIDAN MOTOR, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN, SHERIDAN MOTOR, INC.

SHERIDAN MOTOR, INC.EIN 83-0209289Plan #001PY 2017

1858 COFFEEN AVENUE - SHERIDAN, WY 82801307-672-3411sheridanmotors.comLinkedIn1-10 employeesautomotive

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+16.5% from 2016

Total participants

0.0% from 2016

Average account balance

$46,919

+10.2% from 2016

Annual return

14.68%

+8.99 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

129.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

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

+17.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3800

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$485

$17 / participant

Other / not subdivided$485100.0%

% of EOY assets

0.028%

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

$46,919

$54,541-14.0%

$78,778-40.4%

$70,126-33.1%

Participation rate

75.9%

60.8%+15.1pp

69.2%+6.7pp

69.5%+6.3pp

Annual return

14.68%

21.07%-6.4pp

35.62%-20.9pp

73.15%-58.5pp

Employer contribution / active EE

$1,089-100.0%

$1,986-100.0%

$2,343-100.0%

Participant deferral / active EE

$921

$2,210-58.3%

$2,958-68.9%

$3,332-72.4%

Admin fee / account holder

$13

$3,709-99.6%

$5,134-99.7%

$4,645-99.7%

SHERIDAN MOTOR, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHERIDAN MOTOR, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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