Retirement plan

J. P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN

Name: J.P. EXPRESS SERVICE, INC. - J. P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: J.P. EXPRESS SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN, J.P. EXPRESS SERVICE, INC.

J.P. EXPRESS SERVICE, INC.EIN 11-3198872Plan #002PY 2015

P.O. BOX 819 - DEER PARK, NY 11729800-331-8065

Other plans on this EIN

1 filing

#001Retirement-$3.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.3M

No prior year

Total participants

252

No prior year

Average account balance

$72,908

No prior year

Annual return

14.96%

No prior year

Benchmarks

See 938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort938 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.69M

Not enough data

1 years with asset history on file

Average account balance

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

$181K

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.

330

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+6.77%

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

1 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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FULLER LOWENBERG & CO., CPAS
Auditor EIN: 200066099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,908

$46,745+56.0%

$60,547+20.4%

$52,331+39.3%

Participation rate

99.4%

58.6%+40.9pp

68.0%+31.5pp

68.1%+31.3pp

Annual return

14.96%

0.61%+14.3pp

335.64%-320.7pp

4.54%+10.4pp

Employer contribution / active EE

$4,792

$1,259+280.6%

$2,419+98.1%

$1,882+154.6%

Participant deferral / active EE

$2,145-100.0%

$3,328-100.0%

$3,022-100.0%

Admin fee / account holder

$537-100.0%

$4,536-100.0%

$592-100.0%

J. P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

J. P. EXPRESS EMPLOYEE STOCK OWNERSHIP 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