Retirement plan

EMPLOYEE BENEFIT PLAN OF MUTUAL LIQUID GAS EQUIPMENT COMPANY, INC

Name: MUTUAL LIQUID GAS & EQUIPMENT COMPA NY, INC. - EMPLOYEE BENEFIT PLAN OF MUTUAL LIQUID GAS EQUIPMENT COMPANY, INC (2017) Form 5500
Creator: MUTUAL LIQUID GAS & EQUIPMENT COMPA NY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MUTUAL LIQUID GAS EQUIPMENT COMPANY, INC, MUTUAL LIQUID GAS & EQUIPMENT COMPA NY, INC.

MUTUAL LIQUID GAS & EQUIPMENT COMPA NY, INC.EIN 95-1617065Plan #002PY 2017

17117 SOUTH BROADWAY AVENUE - GARDENA, CA 90248310-515-0553LinkedIn11-50 employeesoil & energy

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.3M

+23.2% from 2016

Total participants

+27.1% from 2016

Average account balance

$23,533

+9.5% from 2016

Annual return

10.75%

+3.63 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

107.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3636

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 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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$64 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.284%

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

$23,533

$52,580-55.2%

$71,671-67.2%

$70,126-66.4%

Participation rate

87.5%

60.9%+26.6pp

68.7%+18.8pp

69.5%+18.0pp

Annual return

10.75%

20.25%-9.5pp

20.65%-9.9pp

73.15%-62.4pp

Employer contribution / active EE

$667

$1,616-58.7%

$2,460-72.9%

$2,343-71.5%

Participant deferral / active EE

$1,686

$2,386-29.3%

$3,438-51.0%

$3,332-49.4%

Admin fee / account holder

$67

$3,653-98.2%

$5,558-98.8%

$4,645-98.6%

EMPLOYEE BENEFIT PLAN OF MUTUAL LIQUID GAS EQUIPMENT COMPANY, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MUTUAL LIQUID GAS EQUIPMENT COMPANY, INC

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