Retirement plan

WEBER PAINT, GLASS & FLOORING, INC. EMPLOYEES 401(K) PLAN

Name: WEBER PAINT, GLASS & FLOORING, INC. - WEBER PAINT, GLASS & FLOORING, INC. EMPLOYEES 401(K) PLAN (2019) Form 5500
Creator: WEBER PAINT, GLASS & FLOORING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEBER PAINT, GLASS & FLOORING, INC. EMPLOYEES 401(K) PLAN, WEBER PAINT, GLASS & FLOORING, INC.

WEBER PAINT, GLASS & FLOORING, INC.EIN 87-0413506Plan #002PY 2019

222 WEST 36TH STREET - OGDEN, UT 84405801-393-4631LinkedIn1-10 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$277K

+48.5% from 2018

Total participants

0.0% from 2018

Average account balance

$55,419

+48.5% from 2018

Annual return

21.50%

+29.55 pp from 2018

Benchmarks

See 18,792 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,792 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$846K

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1758

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 codes2E2J2R3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$85

$17 / participant

Other / not subdivided$85100.0%

% of EOY assets

0.031%

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

$55,419

$106,918-48.2%

$84,021-34.0%

$152,897-63.8%

Participation rate

100.0%

75.2%+24.8pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

21.50%

105.01%-83.5pp

71.32%-49.8pp

345.43%-323.9pp

Employer contribution / active EE

$6,530

$2,735+138.8%

$1,984+229.2%

$4,764+37.1%

Participant deferral / active EE

$3,543

$4,012-11.7%

$3,239+9.4%

$5,851-39.4%

Admin fee / account holder

$17

$8,288-99.8%

$6,102-99.7%

$11,599-99.9%

WEBER PAINT, GLASS & FLOORING, INC. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEBER PAINT, GLASS & FLOORING, INC. EMPLOYEES 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