Retirement plan

LONGVIEW COFFEE CO. OF NJ INC. 401(K) PROFIT SHARING PLAN

Name: LONGVIEW COFFEE CO. OF NJ INC. - LONGVIEW COFFEE CO. OF NJ INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: LONGVIEW COFFEE CO. OF NJ INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LONGVIEW COFFEE CO. OF NJ INC. 401(K) PROFIT SHARING PLAN, LONGVIEW COFFEE CO. OF NJ INC.

LONGVIEW COFFEE CO. OF NJ INC.EIN 22-3588548Plan #001PY 2016

P. O. BOX 538 - STOCKTON, NJ 08559908-788-4186

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$724K

No prior year

Total participants

No prior year

Average account balance

$27,851

No prior year

Annual return

-0.26%

No prior year

Benchmarks

See 3,036 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,036 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.88M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

136.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

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

+17.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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 codes2E2F2J2R2T3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$106 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.351%

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

$27,851

$96,956-71.3%

$69,779-60.1%

$273,972-89.8%

Participation rate

54.2%

77.1%-22.9pp

71.8%-17.7pp

83.0%-28.8pp

Annual return

-0.26%

12.93%-13.2pp

12.99%-13.3pp

41.46%-41.7pp

Employer contribution / active EE

$1,106

$3,316-66.6%

$2,338-52.7%

$4,869-77.3%

Participant deferral / active EE

$1,649

$3,744-56.0%

$2,931-43.7%

$5,287-68.8%

Admin fee / account holder

$98

$7,934-98.8%

$4,381-97.8%

$10,133-99.0%

LONGVIEW COFFEE CO. OF NJ INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LONGVIEW COFFEE CO. OF NJ INC. 401(K) 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