Retirement plan

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Name: C.R. LEVESQUE TRUCKING CORP. - C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN (2018) Form 5500
Creator: C.R. LEVESQUE TRUCKING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN, C.R. LEVESQUE TRUCKING CORP.

C.R. LEVESQUE TRUCKING CORP.EIN 04-3549288Plan #001PY 2018

144 PALMER ROAD - MONSON, MA 01057413-267-5200LinkedIn1-10 employeesrecreational facilities and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

-0.1% from 2017

Total participants

0.0% from 2017

Average account balance

$84,782

-0.1% from 2017

Annual return

-9.40%

-29.40 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.08M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$356

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.

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

$84,782

$85,790-1.2%

$67,313+26.0%

$135,380-37.4%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-9.40%

-0.54%-8.9pp

-4.08%-5.3pp

519.81%-529.2pp

Employer contribution / active EE

$3,278

$3,487-6.0%

$2,566+27.8%

$4,779-31.4%

Participant deferral / active EE

$9,927

$4,651+113.4%

$3,568+178.2%

$5,609+77.0%

Admin fee / account holder

$6,392-100.0%

$4,507-100.0%

$10,828-100.0%

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

C.R. LEVESQUE TRUCKING CORP. RETIREMENT 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