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 (2017) 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 2017

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$957K

+32.2% from 2016

Total participants

+13.5% from 2016

Average account balance

$33,006

+18.5% from 2016

Annual return

17.04%

+17.31 pp from 2016

Benchmarks

See 2,342 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,342 peers

Snapshot2017

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$129 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.391%

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

$33,006

$56,544-41.6%

$75,501-56.3%

$70,126-52.9%

Participation rate

55.2%

68.1%-12.9pp

72.4%-17.2pp

69.5%-14.4pp

Annual return

17.04%

23.59%-6.5pp

27.35%-10.3pp

73.15%-56.1pp

Employer contribution / active EE

$1,180

$1,817-35.1%

$2,352-49.8%

$2,343-49.6%

Participant deferral / active EE

$2,729

$2,580+5.8%

$3,142-13.1%

$3,332-18.1%

Admin fee / account holder

$129

$3,827-96.6%

$5,801-97.8%

$4,645-97.2%

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