Retirement plan

US PACIFIC TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

Name: US PACIFIC TRANSPORT, INC. - US PACIFIC TRANSPORT, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: US PACIFIC TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, US PACIFIC TRANSPORT, INC. 401(K) PROFIT SHARING PLAN, US PACIFIC TRANSPORT, INC.

US PACIFIC TRANSPORT, INC.EIN 20-3949459Plan #001PY 2020

36-36 MAIN STREET, UNIT 6R - FLUSHING, NY 11354718-632-8686uspti.comLinkedIn51-200 employeesmaritime

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$468K

+42.7% from 2019

Total participants

+11.8% from 2019

Average account balance

$27,533

-7.7% from 2019

Annual return

20.99%

-2.44 pp from 2019

Benchmarks

See 6,938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,938 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$977K

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$373

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 codes2E2F2G2J3D

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).
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.

Expense breakdown

Schedule H Part II

Admin total

$220

$17 / participant

Other / not subdivided$220100.0%

% of EOY assets

0.047%

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

$27,533

$102,638-73.2%

$81,991-66.4%

$158,966-82.7%

Participation rate

84.6%

75.5%+9.1pp

69.3%+15.4pp

82.0%+2.7pp

Annual return

20.99%

61.05%-40.1pp

41.31%-20.3pp

302.95%-282.0pp

Employer contribution / active EE

$1,668

$3,241-48.5%

$2,498-33.2%

$4,762-65.0%

Participant deferral / active EE

$3,806

$4,649-18.1%

$3,722+2.2%

$5,983-36.4%

Admin fee / account holder

$13

$8,237-99.8%

$5,665-99.8%

$11,250-99.9%

US PACIFIC TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

US PACIFIC TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

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