Retirement plan

FOGLE PUMP & SUPPLY INC. 401K PLAN

Name: FOGLE PUMP & SUPPLY INC. - FOGLE PUMP & SUPPLY INC. 401K PLAN (2020) Form 5500
Creator: FOGLE PUMP & SUPPLY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOGLE PUMP & SUPPLY INC. 401K PLAN, FOGLE PUMP & SUPPLY INC.

FOGLE PUMP & SUPPLY INC.EIN 91-1348848Plan #001PY 2020

2250 N HWY - COLVILLE, WA 99114509-684-2569foglepump.openfos.comLinkedIn51-200 employees

Other plans on this EIN

1 filing

#002Retirement-$568K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$36,212

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 569 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort569 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.21M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

119.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$316K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5867

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 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

1 tripped

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

$19K

$422 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.140%

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

$36,212

$88,370-59.0%

$112,977-67.9%

$79,858-54.7%

Participation rate

87.0%

76.8%+10.2pp

82.6%+4.4pp

69.6%+17.3pp

Annual return

0.00%

23.16%-23.2pp

24.24%-24.2pp

31.72%-31.7pp

Employer contribution / active EE

$1,902

$3,398-44.0%

$4,255-55.3%

$2,471-23.0%

Participant deferral / active EE

$3,661

$4,536-19.3%

$5,836-37.3%

$3,740-2.1%

Admin fee / account holder

$413

$5,750-92.8%

$6,294-93.4%

$5,306-92.2%

FOGLE PUMP & SUPPLY INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOGLE PUMP & SUPPLY INC. 401K 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