Retirement plan

OHANA ENVIRONMENTAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Name: OHANA ENVIRONMENTAL CONSTRUCTION, INC. - OHANA ENVIRONMENTAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: OHANA ENVIRONMENTAL CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHANA ENVIRONMENTAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN, OHANA ENVIRONMENTAL CONSTRUCTION, INC.

OHANA ENVIRONMENTAL CONSTRUCTION, INC.EIN 99-0329420Plan #002PY 2016

2968 UALENA STREET - HONOLULU, HI 96819808-836-6955ohanaenviron.comLinkedIn1-10 employeesenvironmental services

Other plans on this EIN

1 filing

#001Retirement-$185K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$154,641

No prior year

Annual return

6.29%

No prior year

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$360K

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2436

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 codes2E2J

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.

Opportunity flags

0 tripped

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

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

$154,641

$99,345+55.7%

$84,753+82.5%

$273,972-43.6%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

6.29%

22.93%-16.6pp

22.78%-16.5pp

41.46%-35.2pp

Employer contribution / active EE

$4,581

$4,214+8.7%

$3,574+28.2%

$4,869-5.9%

Participant deferral / active EE

$12,509

$4,270+193.0%

$3,712+237.0%

$5,287+136.6%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

OHANA ENVIRONMENTAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OHANA ENVIRONMENTAL CONSTRUCTION, INC. 401(K) 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