Retirement plan

SANFORD'S SERVICE CENTER, INC. PROFIT SHARING PLAN AND TRUST

Name: SANFORD'S SERVICE CENTER, INC. PENSION PLAN - SANFORD'S SERVICE CENTER, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: SANFORD'S SERVICE CENTER, INC. PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANFORD'S SERVICE CENTER, INC. PROFIT SHARING PLAN AND TRUST, SANFORD'S SERVICE CENTER, INC. PENSION PLAN

SANFORD'S SERVICE CENTER, INC. PENSION PLANEIN 99-0209901Plan #004PY 2017

P.O.BOX 1321 - PAHOA, HI 96778808-965-8144sanfordsinc.comLinkedIn11-50 employees

Other plans on this EIN

2 filings

#001Retirement-$743K assets #003Retirement-$170K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$213K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

11.07%

No prior year

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2E2G2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$39K

$4345 / participant

Other / not subdivided$39K100.0%

% of EOY assets

18.337%

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

$106,003-100.0%

$92,236-100.0%

$147,585-100.0%

Participation rate

0.0%

80.4%-80.4pp

76.5%-76.5pp

82.8%-82.8pp

Annual return

11.07%

50.05%-39.0pp

176.29%-165.2pp

578.57%-567.5pp

Employer contribution / active EE

$3,336

$4,333-23.0%

$3,679-9.3%

$4,876-31.6%

Participant deferral / active EE

$4,478-100.0%

$3,897-100.0%

$5,439-100.0%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,885-100.0%

SANFORD'S SERVICE CENTER, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANFORD'S SERVICE CENTER, INC. 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