Retirement plan

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Name: C.R. LEVESQUE TRUCKING CORP. - C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN (2019) 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 2019

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)

$1.7M

+34.8% from 2018

Total participants

+6.7% from 2018

Average account balance

$107,170

+26.4% from 2018

Annual return

24.79%

+34.19 pp from 2018

Benchmarks

See 6,729 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,729 peers

Snapshot2019

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$199 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.116%

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

$107,170

$96,524+11.0%

$75,900+41.2%

$152,909-29.9%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.5%+17.5pp

Annual return

24.79%

33.93%-9.1pp

30.73%-5.9pp

345.46%-320.7pp

Employer contribution / active EE

$3,067

$3,311-7.4%

$2,501+22.6%

$4,764-35.6%

Participant deferral / active EE

$9,902

$4,554+117.4%

$3,604+174.8%

$5,851+69.2%

Admin fee / account holder

$124

$8,082-98.5%

$5,421-97.7%

$11,601-98.9%

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.R. LEVESQUE TRUCKING CORP. RETIREMENT 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