Profile
Spivey Rentals, Inc. 401(K) Plan in Hampton, VA is in Virginia, its EIN is 540844640, its industry group is Water, Sewage and Other Systems, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 221300, has 100 to 499 total participants, is better than the overall participant averages in each of net income per total participant, employer contributions per active participant, and total administrative expense per participant, and is lower than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.
Numeric values:
- net assets (assets minus liabilities) ($2.40M)
- total assets ($2,377,401)
- value of interest in registered investment companies (e.g., mutual funds) ($2.00M)
- total assets at beginning of plan year ($1,849,496)
- total income ($671,748)
- net income ($527,905)
- total contributions ($507,757)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($331,666)
- cash contributions from employers ($261,642)
- cash contributions from participants ($246,115)
- earnings on investments ($163,991)
- net earnings on investments ($163,991)
- total expenses ($143,843)
- average account balance ($13,822)
- other administrative expenses ($8,096)
- total administrative expenses ($8,096)
- receivables - participant contributions ($4,536)
- net income per total participant ($3,069)
- average employer cash contribution per active participant ($2,256)
- average participant cash contribution per active participant ($2,122)
- total administrative expense per participant ($47.07)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (67.4%)
- total cash as a percentage of plan assets (13.95%)
- diversity of asset types (13.1%)
- yield on beginning-of-plan-year total assets (8.87%)
- total administrative expense ratio (0.340%)
- participant loans as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (116)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (172)
- other retired or separated participants entitled to future benefits (51)
- retired or separated participants receiving benefits (5)
- total participants (172)