Retirement plan

C & S MEDICAL SUPPLY, INC., 401(K) RETIREMENT PLAN

Name: C & S MEDICAL SUPPLY, INC. - C & S MEDICAL SUPPLY, INC., 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: C & S MEDICAL SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & S MEDICAL SUPPLY, INC., 401(K) RETIREMENT PLAN, C & S MEDICAL SUPPLY, INC.

C & S MEDICAL SUPPLY, INC.EIN 23-2217561Plan #001PY 2018

200 PENN AVENUE - WEST READING, PA 19611610-685-2727LinkedIn1-10 employees

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$768K

+1.6% from 2017

Total participants

-10.0% from 2017

Average account balance

$109,708

+1.6% from 2017

Annual return

0.88%

-9.81 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+6.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2575

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$469

$67 / participant

Other / not subdivided$469100.0%

% of EOY assets

0.061%

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

$109,708

$135,639-19.1%

$110,241-0.5%

$135,382-19.0%

Participation rate

71.4%

83.5%-12.0pp

79.8%-8.4pp

82.6%-11.2pp

Annual return

0.88%

513.21%-512.3pp

314.75%-313.9pp

519.77%-518.9pp

Employer contribution / active EE

$4,907-100.0%

$3,827-100.0%

$4,779-100.0%

Participant deferral / active EE

$773

$5,507-86.0%

$4,672-83.5%

$5,609-86.2%

Admin fee / account holder

$67

$11,457-99.4%

$8,548-99.2%

$10,829-99.4%

C & S MEDICAL SUPPLY, INC., 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & S MEDICAL SUPPLY, INC., 401(K) RETIREMENT 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