Retirement plan

CONTAINER TESTING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Name: CONTAINER TESTING SOLUTIONS, INC. - CONTAINER TESTING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CONTAINER TESTING SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONTAINER TESTING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN, CONTAINER TESTING SOLUTIONS, INC.

CONTAINER TESTING SOLUTIONS, INC.EIN 27-1831078Plan #001PY 2016

17 TIFFANY AVENUE - JAMESTOWN, NY 14701716-487-3300LinkedIn1-10 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$88K

+29.3% from 2015

Total participants

-25.0% from 2015

Average account balance

$29,207

+29.3% from 2015

Annual return

3.45%

+5.34 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$882

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

+8.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$184

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 codes2E2F2J2T3D

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).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$29,207

$131,835-77.8%

$108,582-73.1%

$273,972-89.3%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

3.45%

-91.57%+95.0pp

-51.70%+55.1pp

41.46%-38.0pp

Employer contribution / active EE

$2,406

$4,913-51.0%

$3,758-36.0%

$4,869-50.6%

Participant deferral / active EE

$3,439

$5,127-32.9%

$4,311-20.2%

$5,287-35.0%

Admin fee / account holder

$10,253-100.0%

$7,645-100.0%

$10,133-100.0%

CONTAINER TESTING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONTAINER TESTING SOLUTIONS, INC. 401(K) PROFIT SHARING 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