Retirement plan

CHESTNUT RIDGE FOAM, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: CHESTNUT RIDGE FOAM, INC. - CHESTNUT RIDGE FOAM, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: CHESTNUT RIDGE FOAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHESTNUT RIDGE FOAM, INC. EMPLOYEE STOCK OWNERSHIP PLAN, CHESTNUT RIDGE FOAM, INC.

CHESTNUT RIDGE FOAM, INC.EIN 25-1530068Plan #002PY 2015

P.O. BOX 781 - LATROBE, PA 15650724-537-9000chestnutridgefoam.comLinkedIn51-200 employeesplastics

Other plans on this EIN

1 filing

#001Retirement-$5.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.8M

No prior year

Total participants

119

No prior year

Average account balance

$141,280

No prior year

Annual return

2.59%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.45M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+18.99%

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

1 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 codes2I2P2Q3H

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
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.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RICHARD B GUSKIEWICZ
Auditor EIN: 251330186
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,280

$54,380+159.8%

$68,509+106.2%

$59,633+136.9%

Participation rate

100.0%

70.2%+29.8pp

74.7%+25.3pp

68.7%+31.3pp

Annual return

2.59%

2.83%-0.2pp

8.27%-5.7pp

2041.45%-2038.9pp

Employer contribution / active EE

$10,209

$1,539+563.6%

$2,278+348.2%

$2,203+363.5%

Participant deferral / active EE

$2,643-100.0%

$3,382-100.0%

$3,192-100.0%

Admin fee / account holder

$3,885-100.0%

$5,275-100.0%

$4,297-100.0%

CHESTNUT RIDGE FOAM, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHESTNUT RIDGE FOAM, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion