Retirement plan

PVS CHEMICALS, INC. INTERNATIONAL CHEMICAL WORKERS UNION LOCAL NO. 5 PENSION PLAN AND TRUST

Name: PVS CHEMICAL SOLUTIONS, INC. - PVS CHEMICALS, INC. INTERNATIONAL CHEMICAL WORKERS UNION LOCAL NO. 5 PENSION PLAN AND TRUST (2015) Form 5500
Creator: PVS CHEMICAL SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PVS CHEMICALS, INC. INTERNATIONAL CHEMICAL WORKERS UNION LOCAL NO. 5 PENSION PLAN AND TRUST, PVS CHEMICAL SOLUTIONS, INC.

PVS CHEMICAL SOLUTIONS, INC.EIN 31-1012305Plan #008PY 2015

10900 HARPER AVENUE - DETROIT, MI 482133364313-921-1200

Other plans on this EIN

2 filings

#009Retirement-$2.0M assets #007Retirement-$162K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$45,023

No prior year

Annual return

-0.90%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-103.89%

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 codes2C2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$156 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.323%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$45,023

$54,380-17.2%

$68,509-34.3%

$59,633-24.5%

Participation rate

96.3%

70.2%+26.1pp

74.7%+21.6pp

68.7%+27.6pp

Annual return

-0.90%

2.83%-3.7pp

8.27%-9.2pp

2041.45%-2042.4pp

Employer contribution / active EE

$2,730

$1,539+77.5%

$2,278+19.9%

$2,203+24.0%

Participant deferral / active EE

$2,643-100.0%

$3,382-100.0%

$3,192-100.0%

Admin fee / account holder

$145

$3,885-96.3%

$5,275-97.2%

$4,297-96.6%

PVS CHEMICALS, INC. INTERNATIONAL CHEMICAL WORKERS UNION LOCAL NO. 5 PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PVS CHEMICALS, INC. INTERNATIONAL CHEMICAL WORKERS UNION LOCAL NO. 5 PENSION 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