Retirement plan

JUZT CONSTRUCTION, INC. 401(K) PLAN

Name: JUZT CONSTRUCTION, INC. - JUZT CONSTRUCTION, INC. 401(K) PLAN (2022) Form 5500
Creator: JUZT CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUZT CONSTRUCTION, INC. 401(K) PLAN, JUZT CONSTRUCTION, INC.

JUZT CONSTRUCTION, INC.EIN 86-0768065Plan #001PY 2022

3861 E. VIA DEL RANCHO - GILBERT, AZ 85298480-797-2585

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$130K

+50.7% from 2021

Total participants

0.0% from 2021

Average account balance

$14,486

+17.2% from 2021

Annual return

-20.51%

-35.29 pp from 2021

Benchmarks

See 48,278 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,278 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$335K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1637

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 codes2E2F2G2J3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$210 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.451%

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

$14,486

$133,981-89.2%

$112,249-87.1%

$134,532-89.2%

Participation rate

88.9%

78.6%+10.3pp

75.1%+13.8pp

81.2%+7.7pp

Annual return

-20.51%

47.16%-67.7pp

27.48%-48.0pp

418.27%-438.8pp

Employer contribution / active EE

$1,657

$4,040-59.0%

$3,636-54.4%

$4,741-65.0%

Participant deferral / active EE

$5,186

$5,292-2.0%

$4,729+9.7%

$6,401-19.0%

Admin fee / account holder

$210

$7,492-97.2%

$6,412-96.7%

$11,429-98.2%

JUZT CONSTRUCTION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUZT CONSTRUCTION, INC. 401(K) 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