Retirement plan

A PLUS PRODUCTS, INC. RETIREMENT PLAN II

Name: A PLUS PRODUCTS, INC. - A PLUS PRODUCTS, INC. RETIREMENT PLAN II (2019) Form 5500
Creator: A PLUS PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A PLUS PRODUCTS, INC. RETIREMENT PLAN II, A PLUS PRODUCTS, INC.

A PLUS PRODUCTS, INC.EIN 11-3105448Plan #002PY 2019

8 TIMBER LANE, MARLBORO INDUSTRIAL PARK - MARLBORO, NJ 077461444732-866-9111

Other plans on this EIN

1 filing

#001Retirement-$4.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$470K

+37.5% from 2018

Total participants

0.0% from 2018

Average account balance

$52,204

+37.5% from 2018

Annual return

23.99%

+24.94 pp from 2018

Benchmarks

See 8,238 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,238 peers

Snapshot2019

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

$45K

Not enough data

1 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

-107.87%

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$236 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.352%

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

$52,204

$116,203-55.1%

$93,621-44.2%

$152,909-65.9%

Participation rate

85.7%

78.1%+7.7pp

75.8%+9.9pp

82.5%+3.3pp

Annual return

23.99%

35.96%-12.0pp

32.76%-8.8pp

345.46%-321.5pp

Employer contribution / active EE

$3,219-100.0%

$2,719-100.0%

$4,764-100.0%

Participant deferral / active EE

$6,586

$4,605+43.0%

$4,070+61.8%

$5,851+12.6%

Admin fee / account holder

$184

$10,751-98.3%

$7,890-97.7%

$11,601-98.4%

A PLUS PRODUCTS, INC. RETIREMENT PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A PLUS PRODUCTS, INC. RETIREMENT PLAN II

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