Retirement plan

MARSHALL & WINSTON, INC. PROFIT SHARING PLAN

Name: MARSHALL & WINSTON, INC. - MARSHALL & WINSTON, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: MARSHALL & WINSTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSHALL & WINSTON, INC. PROFIT SHARING PLAN, MARSHALL & WINSTON, INC.

MARSHALL & WINSTON, INC.EIN 95-0976450Plan #001PY 2024

P.O. BOX 50880 - MIDLAND, TX 797100880432-684-6373LinkedIn11-50 employeesoil & energy

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$28.5M

+15.5% from 2023

Total participants

-5.6% from 2023

Average account balance

$1,678,793

+22.3% from 2023

Annual return

17.43%

-3.25 pp from 2023

Benchmarks

See 1,595 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,595 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$31.97M

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$680K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161180

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J3D

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.
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

$1.2M

$90292 / participant

Other / not subdivided$1M100.0%

% of EOY assets

4.113%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,678,793

$210,408+697.9%

$153,485+993.8%

$145,922+1050.5%

Participation rate

100.0%

82.1%+17.9pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

17.43%

13.37%+4.1pp

15.65%+1.8pp

561.29%-543.9pp

Employer contribution / active EE

$36,055

$6,048+496.2%

$5,039+615.6%

$4,660+673.8%

Participant deferral / active EE

$13,185

$7,975+65.3%

$6,757+95.1%

$6,688+97.1%

Admin fee / account holder

$69,047

$19,419+255.6%

$12,724+442.6%

$13,397+415.4%

MARSHALL & WINSTON, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARSHALL & WINSTON, INC. 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