Retirement plan

PBL SAVINGS PLAN

Name: PESTKA BIOMEDICAL LABORATORIES, INC. - PBL SAVINGS PLAN (2019) Form 5500
Creator: PESTKA BIOMEDICAL LABORATORIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PBL SAVINGS PLAN, PESTKA BIOMEDICAL LABORATORIES, INC.

PESTKA BIOMEDICAL LABORATORIES, INC.dba PBL ASSAY SCIENCEEIN 22-3068822Plan #001PY 2019

131 ETHEL RD. W., SUITE #6 - PISCATAWAY, NJ 08854732-777-9123LinkedIn11-50 employeesveterinary

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.9M

+30.1% from 2018

Total participants

-4.3% from 2018

Average account balance

$71,846

+33.3% from 2018

Annual return

18.82%

+24.18 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.66M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2350

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 codes2F2G2J2T3D2E

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$408 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.402%

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

$71,846

$89,367-19.6%

$141,191-49.1%

$72,975-1.5%

Participation rate

89.7%

75.1%+14.5pp

82.5%+7.2pp

69.5%+20.2pp

Annual return

18.82%

111.87%-93.0pp

71.41%-52.6pp

81.01%-62.2pp

Employer contribution / active EE

$723

$3,115-76.8%

$4,736-84.7%

$2,440-70.3%

Participant deferral / active EE

$8,283

$5,419+52.9%

$6,710+23.4%

$3,608+129.6%

Admin fee / account holder

$289

$5,957-95.2%

$10,264-97.2%

$5,124-94.4%

PBL SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PBL SAVINGS 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