Retirement plan

SKIDMORE SALES & DISTRIBUTING CO., INC. RESTATED 401(K) PROFIT SHARING PLAN

Name: SKIDMORE SALES & DISTRIBUTING CO., INC. - SKIDMORE SALES & DISTRIBUTING CO., INC. RESTATED 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SKIDMORE SALES & DISTRIBUTING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKIDMORE SALES & DISTRIBUTING CO., INC. RESTATED 401(K) PROFIT SHARING PLAN, SKIDMORE SALES & DISTRIBUTING CO., INC.

SKIDMORE SALES & DISTRIBUTING CO., INC.EIN 31-0796589Plan #001PY 2017

9889 CINCINNATI - DAYTON ROAD - CINCINNATI, OH 45069513-755-5260skidmoresales.comLinkedIn51-200 employeesfood production

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$25.8M

+22.9% from 2016

Total participants

163

+5.2% from 2016

Average account balance

$167,475

+7.8% from 2016

Annual return

17.02%

+6.97 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$55.85M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

348

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576	Recordkeeping and information managem...	$54,655

Plan features & details

Pension benefit codes2A2E2F2H2J

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$22 / participant

Contract admin$3K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 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: BARNES, DENNING & CO. LTD.
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,475

$71,192+135.2%

$117,861+42.1%

$62,293+168.9%

Participation rate

93.6%

74.2%+19.4pp

79.7%+14.0pp

69.5%+24.1pp

Annual return

17.02%

18.66%-1.6pp

335.11%-318.1pp

28.90%-11.9pp

Employer contribution / active EE

$9,416

$1,934+386.9%

$3,786+148.7%

$2,042+361.1%

Participant deferral / active EE

$5,851

$3,189+83.5%

$4,482+30.5%

$3,169+84.6%

Admin fee / account holder

$20

$587-96.6%

$8,021-99.8%

$479-95.9%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP3+ years

Service code 12 · EIN 93-1253576

Recordkeeping and information managem...

$54,655

SKIDMORE SALES & DISTRIBUTING CO., INC. RESTATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKIDMORE SALES & DISTRIBUTING CO., INC. RESTATED 401(K) PROFIT SHARING PLAN

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