Retirement plan

PORTER LIGHTING SALES, INC. OWNER 401(K) PROFIT SHARING PLAN

Name: PORTER LIGHTING SALES, INC. - PORTER LIGHTING SALES, INC. OWNER 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PORTER LIGHTING SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORTER LIGHTING SALES, INC. OWNER 401(K) PROFIT SHARING PLAN, PORTER LIGHTING SALES, INC.

PORTER LIGHTING SALES, INC.EIN 04-3694837Plan #001PY 2018

2936 CEDARWOOD CT. - FULLERTON, CA 92835714-671-1590porterlightingsales.comLinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+1.0% from 2017

Total participants

0.0% from 2017

Average account balance

$397,838

+1.0% from 2017

Annual return

-6.99%

-25.75 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$397,838

$135,639+193.3%

$110,241+260.9%

$135,382+193.9%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-6.99%

513.21%-520.2pp

314.75%-321.7pp

519.77%-526.8pp

Employer contribution / active EE

$14,238

$4,907+190.2%

$3,827+272.1%

$4,779+197.9%

Participant deferral / active EE

$17,217

$5,507+212.6%

$4,672+268.5%

$5,609+207.0%

Admin fee / account holder

$11,457-100.0%

$8,548-100.0%

$10,829-100.0%

PORTER LIGHTING SALES, INC. OWNER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PORTER LIGHTING SALES, INC. OWNER 401(K) PROFIT SHARING 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