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 (2022) 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 2022

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11M

+5.8% from 2021

Total participants

0.0% from 2021

Average account balance

$1,576,876

+5.8% from 2021

Annual return

5.77%

-29.19 pp from 2021

Benchmarks

See 18,475 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,475 peers

Snapshot2022

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

$117K

$23328 / participant

Other / not subdivided$117K100.0%

% of EOY assets

1.057%

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

$1,576,876

$190,916+726.0%

$160,037+885.3%

$134,545+1072.0%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

5.77%

552.79%-547.0pp

408.95%-403.2pp

418.37%-412.6pp

Employer contribution / active EE

$14,699

$4,996+194.2%

$4,226+247.9%

$4,742+210.0%

Participant deferral / active EE

$7,800

$6,925+12.6%

$6,184+26.1%

$6,401+21.9%

Admin fee / account holder

$16,663

$10,497+58.7%

$8,716+91.2%

$11,431+45.8%

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