Retirement plan

TEAMSTERS LOCAL 445 WELFARE FUND 401(K) PROFIT SHARING PLAN AND TRUST

Name: TEAMSTERS LOCAL 445 BENEFIT FUNDS - TEAMSTERS LOCAL 445 WELFARE FUND 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: TEAMSTERS LOCAL 445 BENEFIT FUNDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAMSTERS LOCAL 445 WELFARE FUND 401(K) PROFIT SHARING PLAN AND TRUST, TEAMSTERS LOCAL 445 BENEFIT FUNDS

TEAMSTERS LOCAL 445 BENEFIT FUNDSEIN 14-6022213Plan #001PY 2017

15 STONE CASTLE RD - ROCK TAVERN, NY 125755000845-564-4076LinkedIn1-10 employeeslogistics and supply chain

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$198K

+31.9% from 2016

Total participants

0.0% from 2016

Average account balance

$49,567

+31.9% from 2016

Annual return

16.20%

+9.34 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$233K

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.62%

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 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

0 tripped

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

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

$49,567

$99,009-49.9%

$86,581-42.8%

$147,585-66.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

16.20%

1312.70%-1296.5pp

965.06%-948.9pp

578.58%-562.4pp

Employer contribution / active EE

$2,640

$3,132-15.7%

$2,840-7.0%

$4,876-45.9%

Participant deferral / active EE

$3,257

$3,972-18.0%

$3,609-9.8%

$5,439-40.1%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

TEAMSTERS LOCAL 445 WELFARE FUND 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TEAMSTERS LOCAL 445 WELFARE FUND 401(K) PROFIT SHARING PLAN AND TRUST

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