Retirement plan

GUPTA PERMOLD CORPORATION UNION EMPLOYEES 401(K) P

Name: GUPTA PERMOLD CORPORATION - GUPTA PERMOLD CORPORATION UNION EMPLOYEES 401(K) P (2023) Form 5500
Creator: GUPTA PERMOLD CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUPTA PERMOLD CORPORATION UNION EMPLOYEES 401(K) P, GUPTA PERMOLD CORPORATION

GUPTA PERMOLD CORPORATIONEIN 25-1471280Plan #002PY 2023

234 LOTT ROAD - PITTSBURGH, PA 15235412-793-3511guptapermold.comLinkedIn1-10 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

No prior year

Total participants

-16.7% from 2022

Average account balance

No prior year

Annual return

0.00%

0.00 pp from 2022

Benchmarks

See 22,632 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,632 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

This year's asset flow

No Schedule H asset amounts on this filing

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J3D

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$15K

$3014 / participant

Other / not subdivided$15K100.0%

% of EOY assets

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

$110,240-100.0%

$96,544-100.0%

$139,487-100.0%

Participation rate

0.0%

78.1%-78.1pp

76.0%-76.0pp

80.3%-80.3pp

Annual return

0.00%

26.41%-26.4pp

25.88%-25.9pp

373.84%-373.8pp

Employer contribution / active EE

$1,005

$3,622-72.3%

$2,966-66.1%

$4,755-78.9%

Participant deferral / active EE

$2,009

$5,549-63.8%

$4,851-58.6%

$6,713-70.1%

Admin fee / account holder

$11,602-100.0%

$8,254-100.0%

$11,407-100.0%

GUPTA PERMOLD CORPORATION UNION EMPLOYEES 401(K) P

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUPTA PERMOLD CORPORATION UNION EMPLOYEES 401(K) P

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