Retirement plan

DFS ASSOCIATES SALES, INC. 401(K) PROFIT SHARING PLAN

Name: DFS ASSOCIATES SALES, INC. - DFS ASSOCIATES SALES, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: DFS ASSOCIATES SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DFS ASSOCIATES SALES, INC. 401(K) PROFIT SHARING PLAN, DFS ASSOCIATES SALES, INC.

DFS ASSOCIATES SALES, INC.EIN 90-0436595Plan #001PY 2022

380 HOURGLASS LANE - BALDWINSVILLE, NY 13027315-303-5079LinkedIn1-10 employeescomputer hardware

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$409K

+2.9% from 2021

Total participants

0.0% from 2021

Average account balance

$204,272

+2.9% from 2021

Annual return

-14.83%

-21.33 pp from 2021

Benchmarks

See 22,373 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,373 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$574K

Not enough data

1 years with asset history on file

Average account balance

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

$574K

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

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+8.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$91521

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 codes2E2J3D

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.
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.

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

$204,272

$100,792+102.7%

$86,691+135.6%

$134,509+51.9%

Participation rate

100.0%

78.9%+21.1pp

76.6%+23.4pp

81.2%+18.8pp

Annual return

-14.83%

29.08%-43.9pp

35.94%-50.8pp

418.13%-433.0pp

Employer contribution / active EE

$24,904

$3,491+613.5%

$2,837+777.9%

$4,741+425.3%

Participant deferral / active EE

$10,250

$5,339+92.0%

$4,656+120.1%

$6,400+60.1%

Admin fee / account holder

$10,924-100.0%

$7,492-100.0%

$11,427-100.0%

DFS ASSOCIATES SALES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DFS ASSOCIATES SALES, INC. 401(K) PROFIT SHARING 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