Retirement plan

PUKLICH CHEVROLET, INC. 401(K) PLAN

Name: PUKLICH CHEVROLET, INC. - PUKLICH CHEVROLET, INC. 401(K) PLAN (2019) Form 5500
Creator: PUKLICH CHEVROLET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUKLICH CHEVROLET, INC. 401(K) PLAN, PUKLICH CHEVROLET, INC.

PUKLICH CHEVROLET, INC.EIN 91-1785575Plan #004PY 2019

3701 STATE STREET - BISMARCK, ND 58503701-223-5800LinkedIn1-10 employeesindividual & family services

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$6.6M

+17.5% from 2018

Total participants

119

+3.5% from 2018

Average account balance

$65,807

+9.4% from 2018

Annual return

24.28%

+29.70 pp from 2018

Benchmarks

See 9,366 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,366 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.37M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

75.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$632K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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

Top 2 by compensation

Provider	Service type	Compensation
MORNINGSTAR4 years Service code 26 · EIN 36-4317381	Advisory (Participants)	$772
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708	Advisory (Participants)	$772

Plan features & details

Pension benefit codes2T2E2J2K2F2G3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$12K

$127 / participant

Contract admin$12K100.0%

% of EOY assets

0.187%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BRADY, MARTZ & ASSOCIATES, P.C.
Auditor EIN: 450310328
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,807

$58,493+12.5%

$84,023-21.7%

$72,976-9.8%

Participation rate

81.6%

61.2%+20.4pp

69.0%+12.6pp

69.5%+12.1pp

Annual return

24.28%

28.93%-4.7pp

71.32%-47.0pp

81.02%-56.7pp

Employer contribution / active EE

$1,092

$1,163-6.1%

$1,984-44.9%

$2,440-55.2%

Participant deferral / active EE

$2,704

$2,394+12.9%

$3,239-16.5%

$3,608-25.1%

Admin fee / account holder

$123

$4,569-97.3%

$6,102-98.0%

$5,124-97.6%

Provider

Service type

Compensation

MORNINGSTAR4 years

Service code 26 · EIN 36-4317381

Advisory (Participants)

$772

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT INS. AND ANNUITY CO

Service code 26 · EIN 71-0294708

Advisory (Participants)

$772

PUKLICH CHEVROLET, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUKLICH CHEVROLET, INC. 401(K) 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