Retirement plan

J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN

Name: J. V. MANUFACTURING COMPANY, INC. - J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN (2018) Form 5500
Creator: J. V. MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN, J. V. MANUFACTURING COMPANY, INC.

J. V. MANUFACTURING COMPANY, INC.EIN 25-1264233Plan #001PY 2018

1603 BURTNER ROAD - NATRONA HEIGHTS, PA 150659801724-224-1704

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17M

-6.5% from 2017

Total participants

135

+0.7% from 2017

Average account balance

$125,965

-7.2% from 2017

Annual return

-3.75%

-19.27 pp from 2017

Benchmarks

See 4,210 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,210 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.96M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

146

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$481

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
HEFFREN-TILLOTSON INC.2 years Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222	Advisory (Plan)	$35,730
JV MANUFACTURING CO., INC.1 year Service code 99 1603 BURTNER ROAD · NARONA HEIGHTS, PA 15065	Other Fees	$9,298
METRO BENEFITS, INC.2 years Service code 13 THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237	Contract Administrator	$9,055
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 COMPANY INC. · LOS ANGELES, CA 90071	Recordkeeping Fees	$1,200

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAKER TILLY
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,965

$59,186+112.8%

$76,768+64.1%

$56,287+123.8%

Participation rate

100.0%

75.2%+24.8pp

77.0%+23.0pp

69.9%+30.1pp

Annual return

-3.75%

6.62%-10.4pp

2.43%-6.2pp

-9.96%+6.2pp

Employer contribution / active EE

$4,633

$1,759+163.4%

$2,485+86.4%

$2,111+119.5%

Participant deferral / active EE

$3,778

$3,255+16.1%

$3,852-1.9%

$3,350+12.8%

Admin fee / account holder

$489-98.3%

$6,675-99.9%

$521-98.4%

Provider

Service type

Compensation

HEFFREN-TILLOTSON INC.2 years

Service code 27

308 7TH AVENUE · PITTSBURGH, PA 15222

Advisory (Plan)

$35,730

JV MANUFACTURING CO., INC.1 year

Service code 99

1603 BURTNER ROAD · NARONA HEIGHTS, PA 15065

Other Fees

$9,298

METRO BENEFITS, INC.2 years

Service code 13

THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237

Contract Administrator

$9,055

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT

Service code 64

COMPANY INC. · LOS ANGELES, CA 90071

Recordkeeping Fees

$1,200

J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.V. MANUFACTURING COMPANY, INC. PROFIT BASED AND SALARY REDUCTION 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