Retirement plan

JOHNSON-BARROW, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: JOHNSON-BARROW, INC. - JOHNSON-BARROW, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: JOHNSON-BARROW, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON-BARROW, INC. 401(K) PROFIT SHARING PLAN AND TRUST, JOHNSON-BARROW, INC.

JOHNSON-BARROW, INC.EIN 91-1248392Plan #003PY 2019

2203 23RD AVENUE S, SUITE 201 - SEATTLE, WA 98144206-826-3168LinkedIn1-10 employeesreal estate

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$12.1M

+34.0% from 2018

Total participants

109

+12.4% from 2018

Average account balance

$172,450

+34.0% from 2018

Annual return

23.91%

+26.26 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.01M

Not enough data

1 years with asset history on file

Average account balance

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

$3.1M

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$345K

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

+16.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8373

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

1 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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$90K

$947 / participant

Other / not subdivided$90K100.0%

% of EOY assets

0.745%

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

$172,450

$89,370+93.0%

$141,197+22.1%

$72,976+136.3%

Participation rate

58.9%

75.1%-16.2pp

82.5%-23.5pp

69.5%-10.5pp

Annual return

23.91%

111.88%-88.0pp

71.41%-47.5pp

81.02%-57.1pp

Employer contribution / active EE

$3,607

$3,115+15.8%

$4,736-23.8%

$2,440+47.8%

Participant deferral / active EE

$6,372

$5,419+17.6%

$6,710-5.0%

$3,608+76.6%

Admin fee / account holder

$1,285

$5,957-78.4%

$10,265-87.5%

$5,124-74.9%

JOHNSON-BARROW, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON-BARROW, INC. 401(K) PROFIT SHARING PLAN AND 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