Retirement plan

TOP GUN 401(K) PLAN

Name: TOP GUN PRESSURE WASHING, INC. - TOP GUN 401(K) PLAN (2016) Form 5500
Creator: TOP GUN PRESSURE WASHING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOP GUN 401(K) PLAN, TOP GUN PRESSURE WASHING, INC.

TOP GUN PRESSURE WASHING, INC.EIN 84-1204066Plan #001PY 2016

500 W 67TH ST - LOVELAND, CO 805381184970-203-1110

Prospect flagsLow fidelity bond

Top hat statement on fileNQDC

Filed August 6, 2019

Plan administrator

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500 W. 67th St.

Loveland, CO 80538

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Plans declared (1)

Top Gun Pressure Washing, Inc. Phantom Equity Plan2 emp

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Total assets (EOY)

$739K

+19.1% from 2015

Total participants

+11.8% from 2015

Average account balance

$49,294

-4.7% from 2015

Annual return

4.97%

+7.38 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

143

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.

25.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$925K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$232

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

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$660

$35 / participant

Other / not subdivided$660100.0%

% of EOY assets

0.089%

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

$49,294

$99,345-50.4%

$84,753-41.8%

$273,972-82.0%

Participation rate

78.9%

80.7%-1.7pp

76.6%+2.4pp

83.0%-4.1pp

Annual return

4.97%

22.93%-18.0pp

22.78%-17.8pp

41.46%-36.5pp

Employer contribution / active EE

$1,307

$4,214-69.0%

$3,574-63.4%

$4,869-73.2%

Participant deferral / active EE

$3,307

$4,270-22.6%

$3,712-10.9%

$5,287-37.5%

Admin fee / account holder

$44

$6,645-99.3%

$5,333-99.2%

$10,133-99.6%

TOP GUN 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOP GUN 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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