Retirement plan

MARK W SHELDON

Name: MARK W SHELDON - MARK W SHELDON (2020) Form 5500
Creator: MARK W SHELDON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARK W SHELDON, MARK W SHELDON

MARK W SHELDONEIN 90-1651124Plan #001PY 2020

PO BOX 282 - HASTINGS, MI 490580282269-838-2119

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$326K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

11.02%

No prior year

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$553K

Not enough data

1 years with asset history on file

Average account balance

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

$553K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2E

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.

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

$165,399-100.0%

$149,745-100.0%

$158,982-100.0%

Participation rate

0.0%

84.6%-84.6pp

82.5%-82.5pp

82.0%-82.0pp

Annual return

11.02%

348.34%-337.3pp

276.72%-265.7pp

302.99%-292.0pp

Employer contribution / active EE

$11,250

$5,105+120.4%

$4,646+142.2%

$4,763+136.2%

Participant deferral / active EE

$12,700

$7,183+76.8%

$6,843+85.6%

$5,983+112.3%

Admin fee / account holder

$10,811-100.0%

$9,312-100.0%

$11,252-100.0%

MARK W SHELDON

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MARK W SHELDON

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