Retirement plan

UNIVERSAL PLUMBING & HEATING CO 401(K) PROFIT SHARING PLAN & TRUST.

Name: UNIVERSAL PLUMBING & HEATING CO. - UNIVERSAL PLUMBING & HEATING CO 401(K) PROFIT SHARING PLAN & TRUST. (2024) Form 5500
Creator: UNIVERSAL PLUMBING & HEATING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL PLUMBING & HEATING CO 401(K) PROFIT SHARING PLAN & TRUST., UNIVERSAL PLUMBING & HEATING CO.

UNIVERSAL PLUMBING & HEATING CO.EIN 88-0178252Plan #003PY 2024

4155 W. TECO AVENUE - LAS VEGAS, NV 891183885702-914-8100universalplumbing.netLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$440K

+95.5% from 2023

Total participants

-3.3% from 2023

Average account balance

$15,158

+102.2% from 2023

Annual return

9.34%

-11.72 pp from 2023

Benchmarks

See 55,025 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort55,025 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$749K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

116.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$653

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

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$329 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.495%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,158

$111,754-86.4%

$103,333-85.3%

$145,922-89.6%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

9.34%

24.77%-15.4pp

24.88%-15.5pp

561.29%-551.9pp

Employer contribution / active EE

$3,455

$4,212-18.0%

$3,868-10.7%

$4,660-25.9%

Participant deferral / active EE

$6,282

$5,619+11.8%

$5,057+24.2%

$6,688-6.1%

Admin fee / account holder

$227

$9,750-97.7%

$8,355-97.3%

$13,397-98.3%

UNIVERSAL PLUMBING & HEATING CO 401(K) PROFIT SHARING PLAN & TRUST.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSAL PLUMBING & HEATING CO 401(K) PROFIT SHARING PLAN & TRUST.

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