Retirement plan

SIKA USA, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: SIKA USA, INC. - SIKA USA, INC. 401K PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: SIKA USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIKA USA, INC. 401K PROFIT SHARING PLAN AND TRUST, SIKA USA, INC.

SIKA USA, INC.EIN 20-1141353Plan #001PY 2019

1500 S SYLVANIA AVENUE STE 111 - STURTEVANT, WI 53177262-886-2695sika-usa.comLinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$154K

+165.5% from 2018

Total participants

0.0% from 2018

Average account balance

$25,730

+165.5% from 2018

Annual return

27.60%

+27.60 pp from 2018

Benchmarks

See 1,117 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,117 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$333K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30477

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$115

$19 / participant

Other / not subdivided$115100.0%

% of EOY assets

0.074%

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

$25,730

$118,919-78.4%

$88,538-70.9%

$152,897-83.2%

Participation rate

100.0%

73.4%+26.6pp

68.7%+31.3pp

82.5%+17.5pp

Annual return

27.60%

47.92%-20.3pp

43.64%-16.0pp

345.43%-317.8pp

Employer contribution / active EE

$8,674

$2,669+225.0%

$2,098+313.4%

$4,764+82.1%

Participant deferral / active EE

$4,691

$3,549+32.2%

$2,914+61.0%

$5,851-19.8%

Admin fee / account holder

$19

$5,876-99.7%

$4,310-99.6%

$11,599-99.8%

SIKA USA, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIKA USA, INC. 401K 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