Retirement plan

PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHAING PLAN AND TRUST

Name: PINNACLE TIMBERLAND MANAGEMENT, INC. - PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHAING PLAN AND TRUST (2018) Form 5500
Creator: PINNACLE TIMBERLAND MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHAING PLAN AND TRUST, PINNACLE TIMBERLAND MANAGEMENT, INC.

PINNACLE TIMBERLAND MANAGEMENT, INC.EIN 26-3283673Plan #001PY 2018

650 S. SHACKLEFORD SUITE 400 - LITTLE ROCK, AR 72211501-954-8883LinkedIn1-10 employeesenvironmental services

Other plans on this EIN

1 filing

#002Retirement-$135 assets

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+345.7% from 2017

Total participants

0.0% from 2017

Average account balance

$2,036,712

+345.7% from 2017

Annual return

338.39%

+319.77 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.63M

Not enough data

1 years with asset history on file

Average account balance

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

$3.8M

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

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+8.81%

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 codes2E2J2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$2,036,712

$127,096+1502.5%

$105,736+1826.2%

$135,380+1404.4%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

338.39%

4.49%+333.9pp

6.27%+332.1pp

519.81%-181.4pp

Employer contribution / active EE

$27,250

$4,107+563.5%

$3,268+733.8%

$4,779+470.2%

Participant deferral / active EE

$6,125

$5,064+20.9%

$4,080+50.1%

$5,609+9.2%

Admin fee / account holder

$9,087-100.0%

$6,913-100.0%

$10,828-100.0%

PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHAING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHAING PLAN AND TRUST

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