Retirement plan

PERMASTEEL, INC. 401K PLAN

Name: PERMASTEEL, INC. - PERMASTEEL, INC. 401K PLAN (2018) Form 5500
Creator: PERMASTEEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERMASTEEL, INC. 401K PLAN, PERMASTEEL, INC.

PERMASTEEL, INC.EIN 20-1456313Plan #002PY 2018

839 ALDINA HILL RD - WALNUT, CA 917891933909-287-0730permasteel.netLinkedIn11-50 employeeswholesale

Other plans on this EIN

1 filing

#001Retirement-$405K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$163K

+27.4% from 2017

Total participants

0.0% from 2017

Average account balance

$40,813

+27.4% from 2017

Annual return

2.78%

-0.26 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$992K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$161K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+6.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3012

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

$40,813

$135,639-69.9%

$110,241-63.0%

$135,377-69.9%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

2.78%

513.21%-510.4pp

314.75%-312.0pp

519.75%-517.0pp

Employer contribution / active EE

$2,566

$4,907-47.7%

$3,827-32.9%

$4,779-46.3%

Participant deferral / active EE

$5,324

$5,507-3.3%

$4,672+13.9%

$5,609-5.1%

Admin fee / account holder

$11,457-100.0%

$8,548-100.0%

$10,828-100.0%

PERMASTEEL, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PERMASTEEL, INC. 401K 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