Retirement plan

VICTORY TRUCKING AND SUPPLY, INC. PROFIT SHARING PLAN

Name: VICTORY TRUCKING AND SUPPLY, INC. - VICTORY TRUCKING AND SUPPLY, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: VICTORY TRUCKING AND SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VICTORY TRUCKING AND SUPPLY, INC. PROFIT SHARING PLAN, VICTORY TRUCKING AND SUPPLY, INC.

VICTORY TRUCKING AND SUPPLY, INC.EIN 20-4726963Plan #001PY 2015

POST OFFICE BOX 468 - AUBURN, IN 46706260-357-3911victorytrucking.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$378K

No prior year

Total participants

No prior year

Average account balance

$11,815

No prior year

Annual return

20.47%

No prior year

Benchmarks

See 3,171 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,171 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.64M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

182.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$308K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20554

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$28K

$991 / participant

Other / not subdivided$28K100.0%

% of EOY assets

7.336%

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

$11,815

$44,850-73.7%

$60,547-80.5%

$59,633-80.2%

Participation rate

100.0%

59.5%+40.5pp

68.0%+32.0pp

68.7%+31.3pp

Annual return

20.47%

1074.14%-1053.7pp

335.64%-315.2pp

2041.40%-2020.9pp

Employer contribution / active EE

$3,133

$1,462+114.3%

$2,419+29.5%

$2,203+42.2%

Participant deferral / active EE

$669

$2,230-70.0%

$3,328-79.9%

$3,192-79.0%

Admin fee / account holder

$867

$3,635-76.2%

$4,536-80.9%

$4,297-79.8%

VICTORY TRUCKING AND SUPPLY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VICTORY TRUCKING AND SUPPLY, INC. 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