Retirement plan

ARDALAN CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING PLAN

Name: ARDALAN CONSTRUCTION COMPANY, INC. - ARDALAN CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: ARDALAN CONSTRUCTION COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARDALAN CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING PLAN, ARDALAN CONSTRUCTION COMPANY, INC.

ARDALAN CONSTRUCTION COMPANY, INC.EIN 95-4847923Plan #002PY 2019

8 E. GAINSBOROUGH ROAD - THOUSAND OAKS, CA 91360805-496-7273

Other plans on this EIN

2 filings

#001Retirement-$1.2M assets #003Retirement-$245K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$304K

+84.9% from 2018

Total participants

+55.6% from 2018

Average account balance

$23,402

+13.8% from 2018

Annual return

16.23%

+18.19 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+6.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4150

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 codes2E2F2J2G3D

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$23,402

$107,353-78.2%

$92,903-74.8%

$152,885-84.7%

Participation rate

92.9%

79.8%+13.1pp

76.0%+16.9pp

82.5%+10.4pp

Annual return

16.23%

145.62%-129.4pp

109.43%-93.2pp

345.39%-329.2pp

Employer contribution / active EE

$3,960

$4,222-6.2%

$3,653+8.4%

$4,763-16.9%

Participant deferral / active EE

$4,113

$4,848-15.1%

$4,238-2.9%

$5,851-29.7%

Admin fee / account holder

$7,081-100.0%

$5,795-100.0%

$11,598-100.0%

ARDALAN CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARDALAN CONSTRUCTION COMPANY, INC. 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