Retirement plan

CASPARI, INC. PROFIT SHARING PLAN

Name: CASPARI, INC. - CASPARI, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: CASPARI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASPARI, INC. PROFIT SHARING PLAN, CASPARI, INC.

CASPARI, INC.EIN 13-5568381Plan #002PY 2018

99 COGWHEEL LANE - SEYMOUR, CT 06483800-227-7274

Other plans on this EIN

1 filing

#001Retirement-$10.1M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$5M

-12.5% from 2017

Total participants

119

+4.4% from 2017

Average account balance

$58,614

-15.6% from 2017

Annual return

-3.62%

-18.27 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.56M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

102

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.

82.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$335K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3314

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

Top 1 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP4+ years Service code 12 · EIN 06-1053228	Valuation (appraisals, etc.); Distrib...	$2,857

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$26 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.057%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: COHNREZNICK, LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,614

$66,302-11.6%

$110,243-46.8%

$56,289+4.1%

Participation rate

68.8%

74.9%-6.1pp

79.8%-11.0pp

69.9%-1.0pp

Annual return

-3.62%

-1.18%-2.4pp

314.76%-318.4pp

-9.96%+6.3pp

Employer contribution / active EE

$2,047-100.0%

$3,827-100.0%

$2,111-100.0%

Participant deferral / active EE

$2,174

$3,381-35.7%

$4,672-53.5%

$3,350-35.1%

Admin fee / account holder

$34

$698-95.2%

$8,548-99.6%

$521-93.5%

Provider

Service type

Compensation

USI CONSULTING GROUP4+ years

Service code 12 · EIN 06-1053228

Valuation (appraisals, etc.); Distrib...

$2,857

CASPARI, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASPARI, INC. PROFIT SHARING 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