Retirement plan

TOM MALLOY CORPORATION 401(K) PROFIT SHARING PLAN

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

TOM MALLOY CORPORATIONEIN 95-2674327Plan #004PY 2018

206 N. CENTRAL AVE. - COMPTON, CA 90220310-327-5554LinkedIn201-500 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$16.4M

+31.8% from 2017

Total participants

260

+7.0% from 2017

Average account balance

$90,566

+16.5% from 2017

Annual return

28.76%

+16.17 pp from 2017

Benchmarks

See 592 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort592 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.33M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

413

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.

76.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+24.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123

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

1 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 codes2F2J3D

Plan features

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).
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$5 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CHARLES MCDONOUGH ACCOUNTANCY CORP
Auditor EIN: 952820500
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,566

$42,810+111.6%

$169,452-46.6%

$55,725+62.5%

Participation rate

69.6%

64.7%+4.9pp

77.8%-8.2pp

70.9%-1.2pp

Annual return

28.76%

-3.61%+32.4pp

1.83%+26.9pp

244.93%-216.2pp

Employer contribution / active EE

$1,502

$1,402+7.2%

$4,157-63.9%

$2,078-27.7%

Participant deferral / active EE

$2,668

$3,141-15.1%

$5,277-49.4%

$3,356-20.5%

Admin fee / account holder

$106-93.2%

$9,110-99.9%

$115-93.7%

TOM MALLOY CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOM MALLOY CORPORATION 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