Retirement plan

G.C.K. EVANS COMPANY 401(K) PROFIT SHARING PLAN

Name: G.C.K. EVANS COMPANY - G.C.K. EVANS COMPANY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: G.C.K. EVANS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G.C.K. EVANS COMPANY 401(K) PROFIT SHARING PLAN, G.C.K. EVANS COMPANY

G.C.K. EVANS COMPANYEIN 94-2519952Plan #002PY 2018

P.O. BOX 13059 - OAKLAND, CA 946610059510-339-8500

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.4M

+11.6% from 2017

Total participants

0.0% from 2017

Average account balance

$1,063,936

+11.6% from 2017

Annual return

11.35%

+1.52 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.18M

Not enough data

1 years with asset history on file

Average account balance

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

$2.0M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+4.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46113

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$87K

$17434 / participant

Other / not subdivided$87K100.0%

% of EOY assets

1.170%

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

$1,063,936

$211,946+402.0%

$169,452+527.9%

$135,380+685.9%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

11.35%

3.26%+8.1pp

1.83%+9.5pp

519.81%-508.5pp

Employer contribution / active EE

$12,385

$5,117+142.0%

$4,157+197.9%

$4,779+159.2%

Participant deferral / active EE

$7,200

$6,075+18.5%

$5,277+36.4%

$5,609+28.4%

Admin fee / account holder

$12,453

$11,472+8.6%

$9,110+36.7%

$10,828+15.0%

G.C.K. EVANS COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G.C.K. EVANS COMPANY 401(K) PROFIT SHARING 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