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 (2019) 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 2019

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.4M

+40.8% from 2018

Total participants

+9.8% from 2018

Average account balance

$44,803

+27.2% from 2018

Annual return

27.17%

+33.50 pp from 2018

Benchmarks

See 2,444 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,444 peers

Snapshot2019

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

$111 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.271%

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

$44,803

$58,391-23.3%

$76,657-41.6%

$72,975-38.6%

Participation rate

58.8%

67.4%-8.5pp

72.1%-13.3pp

69.5%-10.7pp

Annual return

27.17%

2306.65%-2279.5pp

1166.74%-1139.6pp

81.01%-53.8pp

Employer contribution / active EE

$1,298

$1,787-27.4%

$2,303-43.6%

$2,440-46.8%

Participant deferral / active EE

$2,775

$2,690+3.1%

$3,335-16.8%

$3,608-23.1%

Admin fee / account holder

$121

$4,014-97.0%

$6,423-98.1%

$5,124-97.6%

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