Retirement plan

LEIBERING LUMBER & LOGGING, INC. 401(K) PLAN

Name: LEIBERING LUMBER & LOGGING, INC. - LEIBERING LUMBER & LOGGING, INC. 401(K) PLAN (2015) Form 5500
Creator: LEIBERING LUMBER & LOGGING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEIBERING LUMBER & LOGGING, INC. 401(K) PLAN, LEIBERING LUMBER & LOGGING, INC.

LEIBERING LUMBER & LOGGING, INC.EIN 20-8781276Plan #001PY 2015

543 W 8TH STREET - FERDINAND, IN 47532812-367-2971LinkedIn51-200 employeespaper & forest products

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$509K

No prior year

Total participants

No prior year

Average account balance

$11,316

No prior year

Annual return

-1.74%

No prior year

Benchmarks

See 1,374 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,374 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

203.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$191K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$527

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 codes2G2J3D2E

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$100 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.770%

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

$11,316

$48,050-76.5%

$85,969-86.8%

$59,633-81.0%

Participation rate

89.7%

64.5%+25.3pp

76.5%+13.2pp

68.7%+21.1pp

Annual return

-1.74%

0.29%-2.0pp

9.32%-11.1pp

2041.45%-2043.2pp

Employer contribution / active EE

$1,172

$1,640-28.5%

$3,474-66.3%

$2,203-46.8%

Participant deferral / active EE

$3,604

$2,249+60.2%

$3,829-5.9%

$3,192+12.9%

Admin fee / account holder

$87

$3,206-97.3%

$6,053-98.6%

$4,297-98.0%

LEIBERING LUMBER & LOGGING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEIBERING LUMBER & LOGGING, INC. 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