Retirement plan

PINNACLE ENGINEERED PRODUCTS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PINNACLE ENGINEERED PRODUCTS, LLC - PINNACLE ENGINEERED PRODUCTS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: PINNACLE ENGINEERED PRODUCTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINNACLE ENGINEERED PRODUCTS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST, PINNACLE ENGINEERED PRODUCTS, LLC

PINNACLE ENGINEERED PRODUCTS, LLCdba MP DRAFTING AND DESIGNEIN 20-4724668Plan #001PY 2019

P.O. BOX 802 - NEW HUDSON, MI 481651802248-522-7096LinkedIn11-50 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$282K

+55.6% from 2018

Total participants

-15.0% from 2018

Average account balance

$20,167

+44.5% from 2018

Annual return

26.11%

+35.15 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$806K

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$450

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

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

$216 / 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

$20,167

$157,276-87.2%

$141,177-85.7%

$152,885-86.8%

Participation rate

76.9%

84.8%-7.9pp

82.5%-5.5pp

Annual return

26.11%

64.33%-38.2pp

71.40%-45.3pp

345.39%-319.3pp

Employer contribution / active EE

$1,310

$5,262-75.1%

$4,736-72.3%

$4,763-72.5%

Participant deferral / active EE

$2,998

$7,110-57.8%

$6,710-55.3%

$5,851-48.8%

Admin fee / account holder

$201

$12,123-98.3%

$10,263-98.0%

$11,598-98.3%

PINNACLE ENGINEERED PRODUCTS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINNACLE ENGINEERED PRODUCTS, L.L.C. 401(K) 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