Retirement plan

ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Name: ABO LEASING CORPORATION - ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: ABO LEASING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST, ABO LEASING CORPORATION

ABO LEASING CORPORATIONEIN 27-4279358Plan #001PY 2015

P.O. BOX 1510, 1955 NORTH OAK DRIVE - PLYMOUTH, IN 46563574-936-9901LinkedIn201-500 employeespaper & forest products

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.2M

No prior year

Total participants

396

No prior year

Average account balance

$66,205

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$40.87M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

362

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL FBO A C ENGLE Service code 26 P O BOX 502533 · SAN DIEGO, CA 92150	Advisory (Participants)	$56,422
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166	Recordkeeping	$23,272

Plan features & details

Pension benefit codes2E2J2K2S3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$80K

$217 / participant

Other / not subdivided$80K100.0%

% of EOY assets

0.343%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CROWE HORWATH
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,205

$88,324-25.0%

$115,038-42.4%

$55,191+20.0%

Participation rate

87.8%

72.5%+15.2pp

81.4%+6.4pp

69.2%+18.6pp

Annual return

0.00%

6.30%-6.3pp

26.14%-26.1pp

10.78%-10.8pp

Employer contribution / active EE

$2,627

$2,805-6.3%

$4,608-43.0%

$1,899+38.4%

Participant deferral / active EE

$3,132

$5,042-37.9%

$6,026-48.0%

$3,046+2.8%

Admin fee / account holder

$227

$105+115.5%

$8,175-97.2%

$91+150.1%

Provider

Service type

Compensation

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL FBO A C ENGLE

Service code 26

P O BOX 502533 · SAN DIEGO, CA 92150

Advisory (Participants)

$56,422

PAYCHEX, INC.1+ years

Service code 15 · EIN 16-1124166

Recordkeeping

$23,272

ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABO LEASING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion