Retirement plan

P & G MANUFACTURING OF WASHINGTON INC 401(K) PROFIT SHARING PLAN

Name: P&G MANUFACTURING OF WASHINGTON INC - P & G MANUFACTURING OF WASHINGTON INC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: P&G MANUFACTURING OF WASHINGTON INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P & G MANUFACTURING OF WASHINGTON INC 401(K) PROFIT SHARING PLAN, P&G MANUFACTURING OF WASHINGTON INC

P&G MANUFACTURING OF WASHINGTON INCEIN 01-0553960Plan #001PY 2020

PO BOX 369 - WASHINGTON, NC 27889252-946-9110

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+25.0% from 2019

Total participants

+5.9% from 2019

Average account balance

$87,026

+18.1% from 2019

Annual return

15.10%

-4.76 pp from 2019

Benchmarks

See 21,449 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,449 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

72.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3900

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$87,026

$112,121-22.4%

$95,960-9.3%

$158,966-45.3%

Participation rate

100.0%

79.0%+21.0pp

77.1%+22.9pp

82.0%+18.0pp

Annual return

15.10%

171.16%-156.1pp

91.63%-76.5pp

302.95%-287.9pp

Employer contribution / active EE

$2,783

$3,199-13.0%

$2,541+9.5%

$4,762-41.6%

Participant deferral / active EE

$6,118

$4,784+27.9%

$4,167+46.8%

$5,983+2.3%

Admin fee / account holder

$10,135-100.0%

$6,797-100.0%

$11,250-100.0%

P & G MANUFACTURING OF WASHINGTON INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

P & G MANUFACTURING OF WASHINGTON 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