Retirement plan

FORPLAX LOS ANGELES, LLC 401(K) PLAN

Name: FORPLAX LOS ANGELES, LLC - FORPLAX LOS ANGELES, LLC 401(K) PLAN (2015) Form 5500
Creator: FORPLAX LOS ANGELES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORPLAX LOS ANGELES, LLC 401(K) PLAN, FORPLAX LOS ANGELES, LLC

FORPLAX LOS ANGELES, LLCEIN 20-4130490Plan #001PY 2015

980 W. CIENEGA - SAN DIMAS, CA 91773909-599-8200LinkedIn1-10 employeespharmaceuticals

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$262K

No prior year

Total participants

No prior year

Average account balance

$21,864

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

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

+13.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1061

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$218 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.997%

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

$21,864

$113,941-80.8%

$94,229-76.8%

$125,389-82.6%

Participation rate

91.7%

82.9%+8.8pp

78.8%+12.9pp

83.2%+8.5pp

Annual return

0.00%

5.29%-5.3pp

10.68%-10.7pp

282.24%-282.2pp

Employer contribution / active EE

$4,727-100.0%

$3,587-100.0%

$4,866-100.0%

Participant deferral / active EE

$5,572

$5,179+7.6%

$4,320+29.0%

$5,352+4.1%

Admin fee / account holder

$218

$8,392-97.4%

$6,269-96.5%

$9,541-97.7%

FORPLAX LOS ANGELES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORPLAX LOS ANGELES, LLC 401(K) 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