Retirement plan

DEIMLING/JELIHO PLASTICS, INC. 401K PROFIT SHARING PLAN

Name: DEIMLING/JELIHO PLASTICS, INC. - DEIMLING/JELIHO PLASTICS, INC. 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: DEIMLING/JELIHO PLASTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEIMLING/JELIHO PLASTICS, INC. 401K PROFIT SHARING PLAN, DEIMLING/JELIHO PLASTICS, INC.

DEIMLING/JELIHO PLASTICS, INC.EIN 31-0993500Plan #001PY 2019

4010 BACH-BUXTON ROAD - AMELIA, OH 451021048513-752-6653deimling-jeliho.comLinkedIn51-200 employeesplastics

Prospect flagsHigh cashLow participant contribution

How to read this page

Total assets (EOY)

$4M

+14.9% from 2018

Total participants

106

-14.5% from 2018

Average account balance

$37,405

+34.4% from 2018

Annual return

18.11%

+24.33 pp from 2018

Benchmarks

See 53 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Cohort53 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.62M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

103

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081	Advisory (Plan)	$12,712

Plan features & details

Pension benefit codes2E2F2G2J3D

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).
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$89

$1 / participant

Other / not subdivided$89100.0%

% of EOY assets

0.002%

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: MELLOTT & MELLOTT P.L.L.
Auditor EIN: 316063298
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,405

$62,002-39.7%

$93,621-60.0%

Participation rate

100.0%

71.3%+28.7pp

75.8%+24.2pp

Annual return

18.11%

20.75%-2.6pp

32.76%-14.6pp

Employer contribution / active EE

$945

$1,327-28.7%

$2,719-65.2%

Participant deferral / active EE

$841

$2,563-67.2%

$4,070-79.3%

Admin fee / account holder

$6,149-100.0%

$7,890-100.0%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS, LLC

Service code 27

401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081

Advisory (Plan)

$12,712

DEIMLING/JELIHO PLASTICS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEIMLING/JELIHO PLASTICS, INC. 401K 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