Retirement plan

WIESNER PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: WIESNER PRODUCTS, INC. - WIESNER PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: WIESNER PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIESNER PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, WIESNER PRODUCTS, INC.

WIESNER PRODUCTS, INC.EIN 11-2234013Plan #003PY 2016

1333 BROADWAY 6TH FLOOR - NEW YORK, NY 10018212-279-2466wpiny.comLinkedIn201-500 employeeswholesale

Other plans on this EIN

1 filing

#001Retirement-$3.9M assets

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$15.7M

+13.3% from 2015

Total participants

102

+8.5% from 2015

Average account balance

$153,910

+4.4% from 2015

Annual return

7.36%

+1.35 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.42%

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 codes2E2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual 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

$153,910

$69,977+119.9%

$108,582+41.7%

$62,881+144.8%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

7.36%

10.73%-3.4pp

-51.70%+59.1pp

20.14%-12.8pp

Employer contribution / active EE

$13,575

$2,135+535.9%

$3,758+261.2%

$2,281+495.2%

Participant deferral / active EE

$3,165-100.0%

$4,311-100.0%

$3,203-100.0%

Admin fee / account holder

-$1,162

$5,076-122.9%

$7,645-115.2%

$4,296-127.1%

WIESNER PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WIESNER PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP 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