Retirement plan

LEFF ELECTRONICS 401(K) PROFIT SHARING PLAN

Name: TREELINE PROPERTIES, INC. DBA LEFF ELECTRONICS - LEFF ELECTRONICS 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: TREELINE PROPERTIES, INC. DBA LEFF ELECTRONICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEFF ELECTRONICS 401(K) PROFIT SHARING PLAN, TREELINE PROPERTIES, INC. DBA LEFF ELECTRONICS

TREELINE PROPERTIES, INC. DBA LEFF ELECTRONICSEIN 25-1594774Plan #001PY 2022

455 N CENTER AVENUE - NEW STANTON, PA 15672724-925-3001

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

-20.3% from 2021

Total participants

-14.3% from 2021

Average account balance

$208,397

+11.6% from 2021

Annual return

-14.15%

-18.91 pp from 2021

Benchmarks

See 23,464 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,464 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3441

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 codes2E2J2F2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$144K

$23951 / participant

Other / not subdivided$144K100.0%

% of EOY assets

13.791%

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

$208,397

$142,392+46.4%

$119,622+74.2%

$134,532+54.9%

Participation rate

83.3%

82.8%+0.5pp

79.3%+4.1pp

81.2%+2.1pp

Annual return

-14.15%

-12.46%-1.7pp

-14.98%+0.8pp

418.27%-432.4pp

Employer contribution / active EE

$1,613

$5,224-69.1%

$4,232-61.9%

$4,741-66.0%

Participant deferral / active EE

$6,278

$6,467-2.9%

$5,601+12.1%

$6,401-1.9%

Admin fee / account holder

$28,741

$13,593+111.4%

$10,328+178.3%

$11,429+151.5%

LEFF ELECTRONICS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEFF ELECTRONICS 401(K) 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