Retirement plan

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

Name: PINNACLE TIMBERLAND MANAGEMENT, INC. - PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) 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 SHARING PLAN AND TRUST, PINNACLE TIMBERLAND MANAGEMENT, INC.

PINNACLE TIMBERLAND MANAGEMENT, INC.EIN 26-3283673Plan #001PY 2024

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

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$7M

+11.5% from 2023

Total participants

0.0% from 2023

Average account balance

$3,477,051

+11.5% from 2023

Annual return

10.57%

+0.05 pp from 2023

Benchmarks

See 6,255 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,255 peers

Snapshot2024

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 codes2E2G2J2R3D

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

$3,477,051

$150,412+2211.7%

$120,574+2783.7%

$145,884+2283.4%

Participation rate

100.0%

78.8%+21.2pp

71.9%+28.1pp

80.3%+19.7pp

Annual return

10.57%

154.50%-143.9pp

107.42%-96.9pp

551.85%-541.3pp

Employer contribution / active EE

$4,355-100.0%

$3,471-100.0%

$4,662-100.0%

Participant deferral / active EE

$30,500

$6,175+393.9%

$4,996+510.5%

$6,690+355.9%

Admin fee / account holder

$12,224-100.0%

$9,445-100.0%

$13,392-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PINNACLE TIMBERLAND MANAGEMENT, INC. 401(K) PROFIT SHARING 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