Retirement plan

L.P. TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: L.P. TRANSPORTATION, INC. - L.P. TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: L.P. TRANSPORTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L.P. TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST, L.P. TRANSPORTATION, INC.

L.P. TRANSPORTATION, INC.EIN 14-1469533Plan #004PY 2015

PO BOX 489 - CHESTER, NY 109180489845-469-2188lptransportation.comLinkedIn201-500 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#005Retirement-$58K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$78,167

No prior year

Annual return

0.40%

No prior year

Benchmarks

See 3,171 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,171 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.77M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

74.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$661K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7125

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$40K

$891 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.166%

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

$78,167

$44,850+74.3%

$60,547+29.1%

$59,633+31.1%

Participation rate

80.0%

59.5%+20.5pp

68.0%+12.0pp

68.7%+11.3pp

Annual return

0.40%

1074.14%-1073.7pp

335.64%-335.2pp

2041.45%-2041.1pp

Employer contribution / active EE

$3,031

$1,462+107.3%

$2,419+25.3%

$2,203+37.6%

Participant deferral / active EE

$6,090

$2,230+173.1%

$3,328+83.0%

$3,192+90.8%

Admin fee / account holder

$911

$3,635-74.9%

$4,536-79.9%

$4,297-78.8%

L.P. TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L.P. TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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