Retirement plan

PACKAGING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Name: PACKAGING CONSULTANTS, INC. - PACKAGING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PACKAGING CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACKAGING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN, PACKAGING CONSULTANTS, INC.

PACKAGING CONSULTANTS, INC.EIN 04-2699206Plan #004PY 2017

9 WELBY ROAD - NEW BEDFORD, MA 02745508-998-3098pci-packaging.comLinkedIn11-50 employeespackaging and containers

Other plans on this EIN

1 filing

#003Retirement-$240K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+13.6% from 2016

Total participants

0.0% from 2016

Average account balance

$137,412

+13.6% from 2016

Annual return

8.97%

+1.08 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20943

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 codes2E2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$389 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.142%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$137,412

$144,130-4.7%

$117,861+16.6%

$147,586-6.9%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

8.97%

531.20%-522.2pp

335.11%-326.1pp

578.59%-569.6pp

Employer contribution / active EE

$3,786

$4,897-22.7%

$3,7860%

$4,876-22.4%

Participant deferral / active EE

$7,425

$5,316+39.7%

$4,482+65.7%

$5,439+36.5%

Admin fee / account holder

$195

$10,887-98.2%

$8,021-97.6%

$10,886-98.2%

PACKAGING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACKAGING CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion