Retirement plan

PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Name: PACIFIC MARINE LOGISTICS, INC. - PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN (2016) Form 5500
Creator: PACIFIC MARINE LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN, PACIFIC MARINE LOGISTICS, INC.

PACIFIC MARINE LOGISTICS, INC.EIN 26-1475173Plan #001PY 2016

P.O. BOX 14580 - JACKSON, WY 830024580307-734-1445

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+23.0% from 2015

Total participants

+16.7% from 2015

Average account balance

$177,537

+5.4% from 2015

Annual return

11.19%

+10.81 pp from 2015

Benchmarks

See 877 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.72M

Not enough data

1 years with asset history on file

Average account balance

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

$520K

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

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+13.76%

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 codes2E2G2J3H

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.
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

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

$177,537

$163,687+8.5%

$108,745+63.3%

$273,972-35.2%

Participation rate

100.0%

82.3%+17.7pp

77.7%+22.3pp

83.0%+17.0pp

Annual return

11.19%

31.16%-20.0pp

46.22%-35.0pp

41.46%-30.3pp

Employer contribution / active EE

$14,341

$4,711+204.4%

$3,323+331.6%

$4,869+194.6%

Participant deferral / active EE

$9,477

$7,155+32.5%

$5,121+85.1%

$5,287+79.3%

Admin fee / account holder

$12,890-100.0%

$6,144-100.0%

$10,133-100.0%

PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PACIFIC MARINE LOGISTICS, INC. PROFIT SHARING AND 401(K) SAVINGS 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