Retirement plan

PAUL'S PAINT & BODY, LLC 401K PROFIT SHARING PLAN

Name: PAUL'S PAINT & BODY, LLC - PAUL'S PAINT & BODY, LLC 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: PAUL'S PAINT & BODY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL'S PAINT & BODY, LLC 401K PROFIT SHARING PLAN, PAUL'S PAINT & BODY, LLC

PAUL'S PAINT & BODY, LLCEIN 83-0408033Plan #001PY 2016

3324 HIGH RIDGE BLVD - HIGH RIDGE, MO 63049636-677-6069

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$213K

No prior year

Total participants

No prior year

Average account balance

$35,478

No prior year

Annual return

9.78%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$725K

Not enough data

1 years with asset history on file

Average account balance

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

$242K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33914

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 codes2E2J

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.

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

$35,478

$90,486-60.8%

$78,676-54.9%

$273,972-87.1%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

9.78%

75.62%-65.8pp

62.19%-52.4pp

41.46%-31.7pp

Employer contribution / active EE

$2,508

$3,175-21.0%

$2,850-12.0%

$4,869-48.5%

Participant deferral / active EE

$7,008

$3,901+79.6%

$3,517+99.3%

$5,287+32.5%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

PAUL'S PAINT & BODY, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAUL'S PAINT & BODY, LLC 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