Retirement plan

MOBILITY EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN

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

MOBILITY EQUIPMENT, INC.EIN 91-1872256Plan #002PY 2022

1282 MONTGOMERY AVE - SOUTH SAN FRANCISCO, CA 94066650-741-6302mobilityequipmentinc.comLinkedIn1-10 employeeswarehousing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$974K

+7.9% from 2021

Total participants

0.0% from 2021

Average account balance

$69,545

+7.9% from 2021

Annual return

0.59%

+0.59 pp from 2021

Benchmarks

See 21,409 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,409 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$308K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+4.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$45235

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$217 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.178%

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

$69,545

$95,915-27.5%

$79,580-12.6%

$134,532-48.3%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

0.59%

-2.71%+3.3pp

0.15%+0.4pp

418.27%-417.7pp

Employer contribution / active EE

$2,418

$3,129-22.7%

$2,413+0.2%

$4,741-49.0%

Participant deferral / active EE

$6,046

$4,693+28.8%

$3,985+51.7%

$6,401-5.6%

Admin fee / account holder

$124

$9,132-98.6%

$6,835-98.2%

$11,429-98.9%

MOBILITY EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOBILITY EQUIPMENT, INC. PROFIT SHARING 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