Retirement plan

AAA AIR SUPPORT 401K PROFIT SHARING PLAN

Name: AAA AIR SUPPORT - AAA AIR SUPPORT 401K PROFIT SHARING PLAN (2021) Form 5500
Creator: AAA AIR SUPPORT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AAA AIR SUPPORT 401K PROFIT SHARING PLAN, AAA AIR SUPPORT

AAA AIR SUPPORTEIN 95-4506298Plan #002PY 2021

13723 HARVARD PLACE - GARDENA, CA 90249310-538-1377aaaairsupport.comLinkedIn1-10 employeesaviation & aerospace

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.1M

+15.4% from 2020

Total participants

0.0% from 2020

Average account balance

$505,333

+15.4% from 2020

Annual return

12.09%

+1.14 pp from 2020

Benchmarks

See 7,539 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,539 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.03M

Not enough data

1 years with asset history on file

Average account balance

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

$439K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2480

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 codes2E3D2J

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$505,333

$104,664+382.8%

$85,693+489.7%

$167,518+201.7%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

12.09%

21.45%-9.4pp

21.49%-9.4pp

478.71%-466.6pp

Employer contribution / active EE

$9,625

$3,337+188.4%

$2,618+267.6%

$4,838+98.9%

Participant deferral / active EE

$6,312

$4,824+30.8%

$3,923+60.9%

$6,342-0.5%

Admin fee / account holder

$10,032-100.0%

$6,874-100.0%

$12,312-100.0%

AAA AIR SUPPORT 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AAA AIR SUPPORT 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion