Retirement plan

BAUM'S CASTORINE CO., INC. 401(K) SALARY SAVINGS PLAN

Name: BAUM'S CASTORINE CO.,INC. - BAUM'S CASTORINE CO., INC. 401(K) SALARY SAVINGS PLAN (2015) Form 5500
Creator: BAUM'S CASTORINE CO.,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAUM'S CASTORINE CO., INC. 401(K) SALARY SAVINGS PLAN, BAUM'S CASTORINE CO.,INC.

BAUM'S CASTORINE CO.,INC.EIN 15-0240840Plan #001PY 2015

200 MATTHEW ST. - ROME, NY 13440315-336-8154baumscastorine.comLinkedIn11-50 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$138,805

No prior year

Annual return

-0.51%

No prior year

Benchmarks

See 7,038 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,038 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.17M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.92%

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 codes3D2E2J2F2T

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).
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

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

$138,805

$83,908+65.4%

$68,509+102.6%

$125,389+10.7%

Participation rate

70.0%

78.2%-8.2pp

74.7%-4.7pp

83.2%-13.2pp

Annual return

-0.51%

14.48%-15.0pp

8.27%-8.8pp

282.24%-282.8pp

Employer contribution / active EE

$420

$3,031-86.1%

$2,278-81.6%

$4,866-91.4%

Participant deferral / active EE

$5,664

$4,125+37.3%

$3,382+67.4%

$5,352+5.8%

Admin fee / account holder

$8,982-100.0%

$5,275-100.0%

$9,541-100.0%

BAUM'S CASTORINE CO., INC. 401(K) SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAUM'S CASTORINE CO., INC. 401(K) SALARY SAVINGS 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