Retirement plan

PARKWAY DISCOUNT WINE & LIQUOR 401(K) PLAN

Name: JBS DISCOUNT WINE & LIQUOR, INC. - PARKWAY DISCOUNT WINE & LIQUOR 401(K) PLAN (2015) Form 5500
Creator: JBS DISCOUNT WINE & LIQUOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARKWAY DISCOUNT WINE & LIQUOR 401(K) PLAN, JBS DISCOUNT WINE & LIQUOR, INC.

JBS DISCOUNT WINE & LIQUOR, INC.EIN 26-3891264Plan #001PY 2015

741 SOMERDALE DRIVE - WEBSTER, NY 14580585-671-2555LinkedIn1-10 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$187K

No prior year

Total participants

No prior year

Average account balance

$62,428

No prior year

Annual return

-0.72%

No prior year

Benchmarks

See 18,781 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,781 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$312K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.10%

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

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

$62,428

$113,935-45.2%

$94,224-33.7%

$125,393-50.2%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

-0.72%

5.29%-6.0pp

10.68%-11.4pp

282.23%-283.0pp

Employer contribution / active EE

$864

$4,727-81.7%

$3,587-75.9%

$4,866-82.3%

Participant deferral / active EE

$3,600

$5,179-30.5%

$4,320-16.7%

$5,351-32.7%

Admin fee / account holder

$8,391-100.0%

$6,269-100.0%

$9,541-100.0%

PARKWAY DISCOUNT WINE & LIQUOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PARKWAY DISCOUNT WINE & LIQUOR 401(K) 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