Retirement plan

DENVER HARDWARE CO. 401(K) PLAN

Name: DENVER HARDWARE CO - DENVER HARDWARE CO. 401(K) PLAN (2023) Form 5500
Creator: DENVER HARDWARE CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENVER HARDWARE CO. 401(K) PLAN, DENVER HARDWARE CO

DENVER HARDWARE COEIN 84-0420734Plan #004PY 2023

2608 S EUDORA PL - DENVER, CO 802226124303-885-2015denhw.comLinkedIn11-50 employeesretail

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$11K

+20.6% from 2022

Total participants

-11.1% from 2022

Average account balance

$1,325

+20.6% from 2022

Annual return

20.63%

+43.63 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.59%

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 codes2E2J2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$1,325

$154,209-99.1%

$130,062-99.0%

$139,487-99.1%

Participation rate

0.0%

82.0%-82.0pp

78.5%-78.5pp

80.3%-80.3pp

Annual return

20.63%

32.52%-11.9pp

-137.37%+158.0pp

373.84%-353.2pp

Employer contribution / active EE

$5,292-100.0%

$4,322-100.0%

$4,755-100.0%

Participant deferral / active EE

$6,709-100.0%

$5,821-100.0%

$6,713-100.0%

Admin fee / account holder

$13,988-100.0%

$10,601-100.0%

$11,407-100.0%

DENVER HARDWARE CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DENVER HARDWARE CO. 401(K) 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