Retirement plan

LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN

Name: LIFT-ALL COMPANY INC - LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN (2023) Form 5500
Creator: LIFT-ALL COMPANY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN, LIFT-ALL COMPANY INC

LIFT-ALL COMPANY INCEIN 23-1649025Plan #002PY 2023

1909 MCFARLAND - LANDISVILLE, PA 175380027717-898-6615lift-all.comLinkedIn201-500 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.6M

+6.2% from 2022

Total participants

288

0.0% from 2022

Average account balance

$93,248

+7.3% from 2022

Annual return

15.49%

+30.66 pp from 2022

Benchmarks

See 4,139 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,139 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$27.62M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

262

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.35M

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

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 10 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$3,390
BARON3 years Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153	Investment Management	$0
COLUMBIA9+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DIMENSIONAL FUND ADVISORS9+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
DODGE & COX9+ years Service code 28 · EIN 94-1441976	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
PIMCO FUNDS8+ years Service code 28 · EIN 33-0629048	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND6 years Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260	Investment Management	$0

Plan features & details

Pension benefit codes2F2G2J2K3D2E3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$15 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TROUT CPA
Auditor EIN: 231551315
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,248

$76,050+22.6%

$96,544-3.4%

$71,457+30.5%

Participation rate

94.3%

74.4%+19.9pp

76.0%+18.4pp

67.9%+26.4pp

Annual return

15.49%

22.81%-7.3pp

25.84%-10.4pp

28.85%-13.4pp

Employer contribution / active EE

$1,593

$2,244-29.0%

$2,965-46.3%

$2,588-38.4%

Participant deferral / active EE

$3,419

$4,215-18.9%

$4,851-29.5%

$4,289-20.3%

Admin fee / account holder

$12

$2,707-99.5%

$8,252-99.9%

$1,587-99.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC9+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$3,390

BARON3 years

Filed as: BARON FUNDS

Service code 28

767 FIFTH AVENUE · NEW YORK, NY 10153

Investment Management

COLUMBIA9+ years

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DIMENSIONAL FUND ADVISORS9+ years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

DODGE & COX9+ years

Service code 28 · EIN 94-1441976

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

PIMCO FUNDS8+ years

Service code 28 · EIN 33-0629048

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND6 years

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

T ROWE PRICE RPS INC6 years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

WELLS FARGO BANK, N.A.9+ years

Filed as: WELLS FARGO FUNDS TRUST

Service code 28 · EIN 41-0449260

Investment Management

LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIFT-ALL COMPANY, INC. 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