Retirement plan

LASHWAY LUMBER, INC. 401(K) PLAN AND TRUST

Name: LASHWAY LUMBER, INC. - LASHWAY LUMBER, INC. 401(K) PLAN AND TRUST (2016) Form 5500
Creator: LASHWAY LUMBER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LASHWAY LUMBER, INC. 401(K) PLAN AND TRUST, LASHWAY LUMBER, INC.

LASHWAY LUMBER, INC.EIN 04-2720831Plan #002PY 2016

P.O. BOX 768 - WILLIAMSBURG, MA 01096413-268-7685lashwayusa.comLinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+14.6% from 2015

Total participants

-2.6% from 2015

Average account balance

$37,056

+17.6% from 2015

Annual return

6.39%

+7.94 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.98M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

136.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2641

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$282 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.580%

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

$37,056

$69,977-47.0%

$108,582-65.9%

$62,881-41.1%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

6.39%

10.73%-4.3pp

-51.70%+58.1pp

20.14%-13.8pp

Employer contribution / active EE

$1,257

$2,135-41.1%

$3,758-66.6%

$2,281-44.9%

Participant deferral / active EE

$2,486

$3,165-21.4%

$4,311-42.3%

$3,203-22.4%

Admin fee / account holder

$215

$5,076-95.8%

$7,645-97.2%

$4,296-95.0%

LASHWAY LUMBER, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LASHWAY LUMBER, INC. 401(K) PLAN AND TRUST

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