Retirement plan

ACTION DUCT CLEANING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ACTION DUCT CLEANING COMPANY - ACTION DUCT CLEANING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ACTION DUCT CLEANING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTION DUCT CLEANING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, ACTION DUCT CLEANING COMPANY

ACTION DUCT CLEANING COMPANYEIN 95-3950214Plan #001PY 2017

2333 LINCOLN AVENUE - ALTADENA, CA 910015474actionduct.comLinkedIn11-50 employeesfacilities services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$231K

+14.3% from 2016

Total participants

+18.2% from 2016

Average account balance

$20,981

+14.3% from 2016

Annual return

12.76%

+5.97 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$937K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

210.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$246 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.851%

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

$20,981

$99,031-78.8%

$86,597-75.8%

$147,585-85.8%

Participation rate

75.0%

76.3%-1.3pp

73.5%+1.5pp

82.8%-7.8pp

Annual return

12.76%

1312.56%-1299.8pp

964.96%-952.2pp

578.57%-565.8pp

Employer contribution / active EE

$3,132-100.0%

$2,840-100.0%

$4,876-100.0%

Participant deferral / active EE

$600

$3,972-84.9%

$3,609-83.4%

$5,439-89.0%

Admin fee / account holder

$179

$5,711-96.9%

$4,906-96.4%

$10,885-98.4%

ACTION DUCT CLEANING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTION DUCT CLEANING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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