Retirement plan

PREMIER CARGO LOGISTICS RETIREMENT PLAN

Name: SUN FINE SYSTEMS INC DBA PREMIER CARGO LOGISTICS - PREMIER CARGO LOGISTICS RETIREMENT PLAN (2022) Form 5500
Creator: SUN FINE SYSTEMS INC DBA PREMIER CARGO LOGISTICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER CARGO LOGISTICS RETIREMENT PLAN, SUN FINE SYSTEMS INC DBA PREMIER CARGO LOGISTICS

SUN FINE SYSTEMS INC DBA PREMIER CARGO LOGISTICSEIN 20-3901935Plan #001PY 2022

780 S. NOGALES ST., SUITE F - CITY OF INDUSTRY, CA 91748626-608-1588

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$165K

No prior year

Total participants

No prior year

Average account balance

$16,504

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,687 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,687 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$680K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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

$110K

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

+16.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8906

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 codes2G2J3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

$16,504

$82,314-80.0%

$68,808-76.0%

$134,532-87.7%

Participation rate

81.8%

75.1%+6.8pp

69.0%+12.8pp

81.2%+0.6pp

Annual return

0.00%

-2.18%+2.2pp

-6.37%+6.4pp

418.27%-418.3pp

Employer contribution / active EE

$3,034

$3,301-8.1%

$2,656+14.2%

$4,741-36.0%

Participant deferral / active EE

$12,652

$4,740+166.9%

$3,942+221.0%

$6,401+97.7%

Admin fee / account holder

$6,484-100.0%

$4,936-100.0%

$11,429-100.0%

PREMIER CARGO LOGISTICS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PREMIER CARGO LOGISTICS 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