Retirement plan

L.P. TRANSPORATION, INC. 401(K) UE RETIREMENT PLAN

Name: L.P. TRANSPORATION, INC. - L.P. TRANSPORATION, INC. 401(K) UE RETIREMENT PLAN (2016) Form 5500
Creator: L.P. TRANSPORATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L.P. TRANSPORATION, INC. 401(K) UE RETIREMENT PLAN, L.P. TRANSPORATION, INC.

L.P. TRANSPORATION, INC.EIN 14-1469533Plan #005PY 2016

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

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$159K

+176.0% from 2015

Total participants

0.0% from 2015

Average account balance

$10,586

+176.0% from 2015

Annual return

126.40%

+129.83 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$592K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$353

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 codes2J

Plan features

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$10,586

$83,337-87.3%

$67,834-84.4%

$273,972-96.1%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

126.40%

259.45%-133.0pp

138.47%-12.1pp

41.46%+84.9pp

Employer contribution / active EE

$1,511

$3,287-54.0%

$2,403-37.1%

$4,869-69.0%

Participant deferral / active EE

$1,343

$4,088-67.1%

$3,160-57.5%

$5,287-74.6%

Admin fee / account holder

$6,752-100.0%

$4,622-100.0%

$10,133-100.0%

L.P. TRANSPORATION, INC. 401(K) UE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

L.P. TRANSPORATION, INC. 401(K) UE RETIREMENT 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