Retirement plan

C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN

Name: C.R. LEVESQUE TRUCKING CORP. - C.R. LEVESQUE TRUCKING CORP. RETIREMENT PLAN (2021) 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 2021

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)

$2.4M

+21.3% from 2020

Total participants

+16.7% from 2020

Average account balance

$112,808

+4.0% from 2020

Annual return

12.88%

+1.14 pp from 2020

Benchmarks

See 7,537 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,537 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.55M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

141.7%

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2958

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

$112,808

$104,694+7.8%

$85,709+31.6%

$167,536-32.7%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

12.88%

21.45%-8.6pp

21.49%-8.6pp

478.82%-465.9pp

Employer contribution / active EE

$3,646

$3,337+9.2%

$2,619+39.2%

$4,839-24.7%

Participant deferral / active EE

$10,117

$4,826+109.6%

$3,924+157.9%

$6,342+59.5%

Admin fee / account holder

$10,035-100.0%

$6,876-100.0%

$12,315-100.0%

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