Retirement plan

THE COUNTRY PRESS, INC. EMPLOYEE PROFIT SHARING PLAN

Name: THE COUNTRY PRESS, INC. - THE COUNTRY PRESS, INC. EMPLOYEE PROFIT SHARING PLAN (2018) Form 5500
Creator: THE COUNTRY PRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COUNTRY PRESS, INC. EMPLOYEE PROFIT SHARING PLAN, THE COUNTRY PRESS, INC.

THE COUNTRY PRESS, INC.EIN 04-2490406Plan #001PY 2018

P.O. BOX 489 - MIDDLEBOROUGH, MA 023460489508-947-4485

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$445K

+10.9% from 2017

Total participants

0.0% from 2017

Average account balance

$63,512

+10.9% from 2017

Annual return

10.92%

-1.15 pp from 2017

Benchmarks

See 67 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Cohort67 peers

Snapshot2018

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

-100.00%

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 codes2E2F2G2R3D

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

1 tripped

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

$63,512

$54,672+16.2%

$80,022-20.6%

Participation rate

0.0%

65.0%-65.0pp

75.8%-75.8pp

Annual return

10.92%

-8.02%+18.9pp

11.22%-0.3pp

Employer contribution / active EE

$1,529-100.0%

$2,468-100.0%

Participant deferral / active EE

$2,794-100.0%

$3,686-100.0%

Admin fee / account holder

$4,207-100.0%

$6,521-100.0%

THE COUNTRY PRESS, INC. EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE COUNTRY PRESS, INC. EMPLOYEE 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