Retirement plan

ADVANTAGE MOLD AND DESIGN 401K PROFIT SHARING PLAN

Name: ADVANTAGE MOLD AND DESIGN - ADVANTAGE MOLD AND DESIGN 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: ADVANTAGE MOLD AND DESIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANTAGE MOLD AND DESIGN 401K PROFIT SHARING PLAN, ADVANTAGE MOLD AND DESIGN

ADVANTAGE MOLD AND DESIGNEIN 25-1492951Plan #001PY 2015

10246 MERCER PIKE, PO BOX 455 - MEADVILLE, PA 16335814-337-8535advantagemold.comLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$917K

No prior year

Total participants

No prior year

Average account balance

$43,650

No prior year

Annual return

-1.92%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

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

Annual return

Diverging bars; negative years highlighted

+6.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6332

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

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

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 codes2E2G2J2T3B3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$4K

$237 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.465%

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: -

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,650

$78,694-44.5%

$67,652-35.5%

$125,391-65.2%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

83.2%+16.8pp

Annual return

-1.92%

9.46%-11.4pp

6625.04%-6627.0pp

282.22%-284.1pp

Employer contribution / active EE

$1,383

$3,044-54.6%

$2,266-39.0%

$4,866-71.6%

Participant deferral / active EE

$1,800

$4,292-58.1%

$3,560-49.4%

$5,352-66.4%

Admin fee / account holder

$203

$7,403-97.3%

$4,821-95.8%

$9,540-97.9%

ADVANTAGE MOLD AND DESIGN 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANTAGE MOLD AND DESIGN 401K 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