Retirement plan

PRINT E-Z 401(K) PROFIT SHARING PLAN

Name: PRINT E-Z USA, INC. - PRINT E-Z 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: PRINT E-Z USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINT E-Z 401(K) PROFIT SHARING PLAN, PRINT E-Z USA, INC.

PRINT E-Z USA, INC.EIN 02-0696688Plan #001PY 2024

205 BAKERTOWN ROAD - HIGHLAND MILLS, NY 10930845-782-5832print.saLinkedIn11-50 employeesprinting

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$328K

+9.1% from 2023

Total participants

-33.3% from 2023

Average account balance

$164,228

+9.1% from 2023

Annual return

0.15%

+33.21 pp from 2023

Benchmarks

See 10,306 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,306 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$328K

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+0.15%

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 codes2E2F2J3D

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).
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$164,228

$110,093+49.2%

$97,295+68.8%

$145,897+12.6%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

0.15%

244.76%-244.6pp

75.62%-75.5pp

552.29%-552.1pp

Employer contribution / active EE

$3,077-100.0%

$2,723-100.0%

$4,663-100.0%

Participant deferral / active EE

$13,440

$4,678+187.3%

$4,264+215.2%

$6,689+100.9%

Admin fee / account holder

$6,212-100.0%

$5,646-100.0%

$13,390-100.0%

PRINT E-Z 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRINT E-Z 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